WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1,810
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$6.1M
3 +$5.11M
4
POOL icon
Pool Corp
POOL
+$4.63M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.8M

Top Sells

1 +$12.5M
2 +$6.22M
3 +$4.42M
4
MBUU icon
Malibu Boats
MBUU
+$4.22M
5
BFAM icon
Bright Horizons
BFAM
+$4.19M

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
1401
$6K ﹤0.01%
+68
1402
$6K ﹤0.01%
1,420
+333
1403
$6K ﹤0.01%
109
1404
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259
1405
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48
1406
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108
1407
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235
1408
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156
+14
1409
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495
1410
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207
1411
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356
-108
1412
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28
+19
1413
$6K ﹤0.01%
412
1414
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648
1415
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232
1416
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+88
1417
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7
1418
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100
1419
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1420
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88
1421
$6K ﹤0.01%
1,114
-1
1422
$6K ﹤0.01%
180
-460
1423
$6K ﹤0.01%
93
1424
$6K ﹤0.01%
124
1425
$6K ﹤0.01%
200