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
1301
$11K ﹤0.01%
360
1302
$11K ﹤0.01%
741
1303
$11K ﹤0.01%
408
+324
1304
$11K ﹤0.01%
985
+155
1305
$11K ﹤0.01%
1,096
1306
$11K ﹤0.01%
304
-275
1307
$11K ﹤0.01%
+90
1308
$11K ﹤0.01%
334
1309
$11K ﹤0.01%
366
1310
$11K ﹤0.01%
1,451
-102
1311
$11K ﹤0.01%
62
1312
$11K ﹤0.01%
638
1313
$11K ﹤0.01%
200
1314
$11K ﹤0.01%
530
1315
$10K ﹤0.01%
+700
1316
$10K ﹤0.01%
94
1317
$10K ﹤0.01%
188
+5
1318
$10K ﹤0.01%
95
-17
1319
$10K ﹤0.01%
402
1320
$10K ﹤0.01%
174
+1
1321
$10K ﹤0.01%
50
1322
$10K ﹤0.01%
350
1323
$10K ﹤0.01%
128
1324
$10K ﹤0.01%
45
-1,500
1325
$10K ﹤0.01%
315
51 52
53
54 55