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
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.3M
3
+$9.5M
4
PYPL icon
PayPal
PYPL
+$7.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.55M

Top Sells

1
+$6.65M
2
+$5.81M
3
+$5.24M
4
T icon
AT&T
T
+$5.09M
5
MDB icon
MongoDB
MDB
+$3.52M

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
1476
$3K ﹤0.01%
39
1477
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80
1478
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289
1479
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112
+92
1480
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82
+43
1481
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78
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100
1483
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70
1484
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88
1485
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216
+113
1486
$2K ﹤0.01%
36
1487
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50
1488
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1,262
1489
$2K ﹤0.01%
11
1490
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436
1491
$2K ﹤0.01%
93
1492
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107
1493
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390
1494
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35
1495
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150
1496
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25
1497
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594
-126
1498
$2K ﹤0.01%
52
1499
$2K ﹤0.01%
23
1500
$2K ﹤0.01%
84
58 59
60
61 62