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
1351
$8K ﹤0.01%
270
+1
1352
$8K ﹤0.01%
87
1353
$8K ﹤0.01%
7
-13
1354
$8K ﹤0.01%
1,050
+213
1355
$8K ﹤0.01%
537
1356
$8K ﹤0.01%
175
1357
$8K ﹤0.01%
446
1358
$8K ﹤0.01%
112
1359
$8K ﹤0.01%
29
-37
1360
$8K ﹤0.01%
304
1361
$8K ﹤0.01%
421
1362
$8K ﹤0.01%
82
-5
1363
$8K ﹤0.01%
131
-540
1364
$8K ﹤0.01%
581
1365
$8K ﹤0.01%
310
1366
$8K ﹤0.01%
1,631
1367
$8K ﹤0.01%
2,723
1368
$8K ﹤0.01%
54
+19
1369
$7K ﹤0.01%
432
1370
$7K ﹤0.01%
200
1371
$7K ﹤0.01%
360
1372
$7K ﹤0.01%
950
1373
$7K ﹤0.01%
800
1374
$7K ﹤0.01%
5,800
1375
$7K ﹤0.01%
1,649
53 54
55
56 57