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
1,810
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%
+47
1527
$3K ﹤0.01%
74
1528
$3K ﹤0.01%
+101
1529
$3K ﹤0.01%
32
1530
$3K ﹤0.01%
150
+100
1531
$3K ﹤0.01%
29
1532
$3K ﹤0.01%
145
1533
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20
1534
$3K ﹤0.01%
115
-93
1535
$3K ﹤0.01%
960
-305
1536
$3K ﹤0.01%
123
1537
$3K ﹤0.01%
82
1538
$3K ﹤0.01%
42
1539
$3K ﹤0.01%
897
+2
1540
$2K ﹤0.01%
49
1541
$2K ﹤0.01%
95
1542
$2K ﹤0.01%
201
1543
$2K ﹤0.01%
30
1544
$2K ﹤0.01%
245
+4
1545
$2K ﹤0.01%
1,262
1546
$2K ﹤0.01%
310
-52
1547
$2K ﹤0.01%
436
1548
$2K ﹤0.01%
+27
1549
$2K ﹤0.01%
100
1550
$2K ﹤0.01%
22
+4
60 61
62
63 64