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
1401
$6K ﹤0.01%
62
1402
$6K ﹤0.01%
102
1403
$6K ﹤0.01%
1,032
1404
$6K ﹤0.01%
6,075
1405
$5K ﹤0.01%
116
1406
$5K ﹤0.01%
170
1407
$5K ﹤0.01%
57
1408
$5K ﹤0.01%
80
1409
$5K ﹤0.01%
200
1410
$5K ﹤0.01%
77
1411
$5K ﹤0.01%
846
1412
$5K ﹤0.01%
160
1413
$5K ﹤0.01%
172
1414
$5K ﹤0.01%
+165
1415
$5K ﹤0.01%
1,889
1416
$5K ﹤0.01%
+66
1417
$5K ﹤0.01%
501
1418
$5K ﹤0.01%
+24
1419
$5K ﹤0.01%
109
-893
1420
$5K ﹤0.01%
111
1421
$5K ﹤0.01%
100
1422
$5K ﹤0.01%
700
1423
$5K ﹤0.01%
88
1424
$5K ﹤0.01%
1,115
-1,065
1425
$5K ﹤0.01%
200