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
1476
$4K ﹤0.01%
356
1477
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1478
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167
1479
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100
1480
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+32
1481
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63
1482
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+881
1483
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1484
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155
1485
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+37
1486
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127
1487
$4K ﹤0.01%
1,048
1488
$4K ﹤0.01%
+189
1489
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50
1490
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20
1491
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62
+30
1492
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134
-190
1493
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1,063
1494
$4K ﹤0.01%
267
1495
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186
1496
$3K ﹤0.01%
124
1497
$3K ﹤0.01%
75
1498
$3K ﹤0.01%
115
-93
1499
$3K ﹤0.01%
960
-305
1500
$3K ﹤0.01%
172
58 59
60
61 62