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
1451
$5K ﹤0.01%
+98
1452
$5K ﹤0.01%
77
-33
1453
$5K ﹤0.01%
303
-2,730
1454
$5K ﹤0.01%
188
1455
$5K ﹤0.01%
107
+27
1456
$5K ﹤0.01%
235
1457
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60
1458
$5K ﹤0.01%
77
1459
$5K ﹤0.01%
481
1460
$5K ﹤0.01%
360
-260
1461
$5K ﹤0.01%
2,530
1462
$4K ﹤0.01%
78
-59
1463
$4K ﹤0.01%
356
1464
$4K ﹤0.01%
360
1465
$4K ﹤0.01%
188
1466
$4K ﹤0.01%
385
1467
$4K ﹤0.01%
44
1468
$4K ﹤0.01%
102
1469
$4K ﹤0.01%
144
1470
$4K ﹤0.01%
125
+9
1471
$4K ﹤0.01%
341
1472
$4K ﹤0.01%
67
1473
$4K ﹤0.01%
110
1474
$4K ﹤0.01%
298
1475
$4K ﹤0.01%
95
57 58
59
60 61