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
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.63M
4
PYPL icon
PayPal
PYPL
+$6.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.58M

Top Sells

1
+$6.65M
2
+$6.21M
3
+$5.24M
4
T icon
AT&T
T
+$5.06M
5
MDB icon
MongoDB
MDB
+$3.64M

Sector Composition

1 Technology 19.92%
2 Financials 12.3%
3 Healthcare 9.83%
4 Consumer Discretionary 8.69%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$11K ﹤0.01%
+289
1302
$11K ﹤0.01%
137
1303
$11K ﹤0.01%
1,649
1304
$11K ﹤0.01%
173
1305
$11K ﹤0.01%
+675
1306
$11K ﹤0.01%
485
1307
$11K ﹤0.01%
787
+333
1308
$11K ﹤0.01%
310
1309
$11K ﹤0.01%
366
1310
$11K ﹤0.01%
3,029
-1,457
1311
$10K ﹤0.01%
+7
1312
$10K ﹤0.01%
385
1313
$10K ﹤0.01%
415
1314
$10K ﹤0.01%
356
1315
$10K ﹤0.01%
+50
1316
$10K ﹤0.01%
128
1317
$10K ﹤0.01%
315
1318
$10K ﹤0.01%
51
1319
$10K ﹤0.01%
1,096
1320
$10K ﹤0.01%
304
1321
$10K ﹤0.01%
69
1322
$10K ﹤0.01%
581
-36
1323
$9K ﹤0.01%
300
1324
$9K ﹤0.01%
+165
1325
$9K ﹤0.01%
+75
51 52
53
54 55