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
1426
$5K ﹤0.01%
248
+14
1427
$5K ﹤0.01%
113
-82
1428
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178
1429
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279
1430
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230
1431
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36
-1
1432
$5K ﹤0.01%
167
1433
$5K ﹤0.01%
1,889
1434
$5K ﹤0.01%
36
1435
$5K ﹤0.01%
60
1436
$5K ﹤0.01%
84
1437
$5K ﹤0.01%
4,292
1438
$5K ﹤0.01%
66
1439
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119
1440
$5K ﹤0.01%
50
1441
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109
1442
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111
1443
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25
1444
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105
1445
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150
1446
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125
1447
$5K ﹤0.01%
260
+110
1448
$5K ﹤0.01%
+50
1449
$5K ﹤0.01%
259
1450
$5K ﹤0.01%
26
-20
56 57
58
59 60