WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1526
$2K ﹤0.01%
82
1527
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45
1528
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32
1529
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38
-913
1530
$1K ﹤0.01%
15
1531
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105
1532
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16
-12,960
1533
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15
+8
1534
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37
1535
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36
1536
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28
1537
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1538
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200
1539
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39
1540
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14
1541
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23
1542
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65
1543
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14
-1,000
1544
$1K ﹤0.01%
335
1545
$1K ﹤0.01%
11
1546
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19
1547
$1K ﹤0.01%
42
1548
$1K ﹤0.01%
+8
1549
$1K ﹤0.01%
20
1550
$1K ﹤0.01%
+18
60 61
62
63 64