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
1476
$3K ﹤0.01%
32
1477
$3K ﹤0.01%
39
1478
$3K ﹤0.01%
80
1479
$3K ﹤0.01%
289
1480
$3K ﹤0.01%
70
1481
$3K ﹤0.01%
88
1482
$3K ﹤0.01%
216
+113
1483
$3K ﹤0.01%
82
+43
1484
$3K ﹤0.01%
78
1485
$3K ﹤0.01%
112
+92
1486
$2K ﹤0.01%
32
-2,000
1487
$2K ﹤0.01%
29
1488
$2K ﹤0.01%
32
1489
$2K ﹤0.01%
119
1490
$2K ﹤0.01%
134
1491
$2K ﹤0.01%
36
1492
$2K ﹤0.01%
50
1493
$2K ﹤0.01%
1,262
1494
$2K ﹤0.01%
71
1495
$2K ﹤0.01%
11
1496
$2K ﹤0.01%
436
1497
$2K ﹤0.01%
93
1498
$2K ﹤0.01%
107
1499
$2K ﹤0.01%
100
1500
$2K ﹤0.01%
390
58 59
60
61 62