WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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 +$11.7M
2 +$10.3M
3 +$9.5M
4
PYPL icon
PayPal
PYPL
+$7.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.55M

Top Sells

1 +$6.65M
2 +$5.81M
3 +$5.24M
4
T icon
AT&T
T
+$5.09M
5
MDB icon
MongoDB
MDB
+$3.52M

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
1401
$6K ﹤0.01%
459
1402
$6K ﹤0.01%
760
+120
1403
$6K ﹤0.01%
145
1404
$6K ﹤0.01%
62
1405
$5K ﹤0.01%
57
1406
$5K ﹤0.01%
80
1407
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200
1408
$5K ﹤0.01%
77
1409
$5K ﹤0.01%
846
1410
$5K ﹤0.01%
160
1411
$5K ﹤0.01%
+24
1412
$5K ﹤0.01%
700
1413
$5K ﹤0.01%
170
1414
$5K ﹤0.01%
1,115
-1,065
1415
$5K ﹤0.01%
186
1416
$5K ﹤0.01%
1,889
1417
$5K ﹤0.01%
+66
1418
$5K ﹤0.01%
501
1419
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116
1420
$5K ﹤0.01%
109
-893
1421
$5K ﹤0.01%
111
1422
$5K ﹤0.01%
100
1423
$5K ﹤0.01%
88
1424
$5K ﹤0.01%
172
1425
$5K ﹤0.01%
+165