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
1426
$5K ﹤0.01%
267
1427
$5K ﹤0.01%
186
1428
$4K ﹤0.01%
96
1429
$4K ﹤0.01%
18
-10
1430
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144
1431
$4K ﹤0.01%
241
1432
$4K ﹤0.01%
+72
1433
$4K ﹤0.01%
46
1434
$4K ﹤0.01%
356
1435
$4K ﹤0.01%
65
1436
$4K ﹤0.01%
71
1437
$4K ﹤0.01%
223
1438
$4K ﹤0.01%
250
1439
$4K ﹤0.01%
75
1440
$4K ﹤0.01%
124
1441
$4K ﹤0.01%
+63
1442
$4K ﹤0.01%
33
1443
$4K ﹤0.01%
100
-375
1444
$4K ﹤0.01%
67
1445
$4K ﹤0.01%
59
1446
$4K ﹤0.01%
1,265
-899
1447
$4K ﹤0.01%
+127
1448
$4K ﹤0.01%
80
1449
$4K ﹤0.01%
24
1450
$4K ﹤0.01%
234
56 57
58
59 60