WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.95B
AUM Growth
-$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,811
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.76M
3
+$5.07M
4
POOL icon
Pool Corp
POOL
+$4.1M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.62M

Top Sells

1
+$12.4M
2
+$5.96M
3
+$4.39M
4
MBUU icon
Malibu Boats
MBUU
+$4.1M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.9M

Sector Composition

1 Technology 18.31%
2 Financials 12.07%
3 Healthcare 11.24%
4 Consumer Discretionary 7.02%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$12K ﹤0.01%
214
+197
1277
$12K ﹤0.01%
3,665
1278
$12K ﹤0.01%
296
+5
1279
$12K ﹤0.01%
215
+75
1280
$12K ﹤0.01%
240
1281
$12K ﹤0.01%
763
1282
$12K ﹤0.01%
220
1283
$12K ﹤0.01%
262
1284
$12K ﹤0.01%
160
-54
1285
$12K ﹤0.01%
339
-42
1286
$12K ﹤0.01%
473
1287
$12K ﹤0.01%
435
1288
$12K ﹤0.01%
253
+73
1289
$12K ﹤0.01%
200
1290
$12K ﹤0.01%
173
1291
$12K ﹤0.01%
198
+55
1292
$12K ﹤0.01%
1,259
1293
$12K ﹤0.01%
380
1294
$12K ﹤0.01%
+320
1295
$12K ﹤0.01%
231
1296
$12K ﹤0.01%
325
+150
1297
$12K ﹤0.01%
311
1298
$12K ﹤0.01%
1,441
1299
$11K ﹤0.01%
+1,118
1300
$11K ﹤0.01%
430
50 51
52
53 54