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
1526
$2K ﹤0.01%
9
-15
1527
$2K ﹤0.01%
+100
1528
$2K ﹤0.01%
45
1529
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64
1530
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196
1531
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15
1532
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105
1533
$1K ﹤0.01%
16
-12,960
1534
$1K ﹤0.01%
111
+78
1535
$1K ﹤0.01%
55
1536
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37
1537
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15
+8
1538
$1K ﹤0.01%
42
1539
$1K ﹤0.01%
37
1540
$1K ﹤0.01%
50
1541
$1K ﹤0.01%
6
1542
$1K ﹤0.01%
43
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1543
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36
1544
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28
1545
$1K ﹤0.01%
159
1546
$1K ﹤0.01%
24
1547
$1K ﹤0.01%
200
1548
$1K ﹤0.01%
39
1549
$1K ﹤0.01%
14
1550
$1K ﹤0.01%
23
60 61
62
63 64