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
1501
$2K ﹤0.01%
35
1502
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150
1503
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25
1504
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576
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1505
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1506
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14
+7
1507
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38
-913
1508
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1509
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1510
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84
1511
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31
1512
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+105
1513
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94
1514
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19
1515
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35
1516
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145
1517
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4
1518
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1519
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8
-123
1520
$2K ﹤0.01%
107
1521
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74
1522
$2K ﹤0.01%
123
1523
$2K ﹤0.01%
+45
1524
$2K ﹤0.01%
82
1525
$2K ﹤0.01%
10
59 60
61
62 63