WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
1501
$2K ﹤0.01%
100
1502
$2K ﹤0.01%
14
+7
1503
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31
1504
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19
1505
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+45
1506
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82
1507
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45
1508
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32
1509
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38
-913
1510
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36
1511
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50
1512
$2K ﹤0.01%
1,262
1513
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11
1514
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436
1515
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93
1516
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107
1517
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390
1518
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35
1519
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150
1520
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25
1521
$2K ﹤0.01%
594
-126
1522
$2K ﹤0.01%
52
1523
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23
1524
$2K ﹤0.01%
84
1525
$2K ﹤0.01%
31
59 60
61
62 63