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
1526
$3K ﹤0.01%
115
-95
1527
$3K ﹤0.01%
289
1528
$3K ﹤0.01%
70
1529
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67
1530
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+101
1531
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32
1532
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150
+100
1533
$3K ﹤0.01%
29
1534
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145
1535
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123
1536
$3K ﹤0.01%
82
1537
$3K ﹤0.01%
42
1538
$3K ﹤0.01%
897
+2
1539
$3K ﹤0.01%
20
1540
$2K ﹤0.01%
162
-1
1541
$2K ﹤0.01%
675
1542
$2K ﹤0.01%
41
1543
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49
1544
$2K ﹤0.01%
149
1545
$2K ﹤0.01%
352
1546
$2K ﹤0.01%
349
1547
$2K ﹤0.01%
45
1548
$2K ﹤0.01%
36
1549
$2K ﹤0.01%
200
1550
$2K ﹤0.01%
95
60 61
62
63 64