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
126
$10.7M 0.17%
197,856
-1,813
127
$10.5M 0.17%
28,822
-214
128
$10.2M 0.17%
139,544
129
$10.1M 0.16%
147,200
130
$9.96M 0.16%
22,789
+701
131
$9.96M 0.16%
123,482
+3,723
132
$9.9M 0.16%
49,029
+1,534
133
$9.88M 0.16%
32,335
-5
134
$9.82M 0.16%
190,665
+5,281
135
$9.74M 0.16%
86,848
-3,923
136
$9.33M 0.15%
198,210
+2,580
137
$9.17M 0.15%
54,893
+1,606
138
$9.03M 0.15%
308,298
-1,996
139
$8.95M 0.15%
56,857
+1,083
140
$8.75M 0.14%
559,320
+12,739
141
$8.7M 0.14%
35,760
+1,144
142
$8.65M 0.14%
51,359
-7
143
$8.58M 0.14%
140,320
-551
144
$8.56M 0.14%
36,991
+2,023
145
$8.54M 0.14%
37,951
+6
146
$8.46M 0.14%
65,726
+22,376
147
$8.4M 0.14%
24,485
+463
148
$8.37M 0.14%
528,061
+9,279
149
$8.29M 0.13%
51,874
+1,630
150
$8.18M 0.13%
91,945
+2,470
4 5
6
7 8