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
1551
$1K ﹤0.01%
140
1552
$1K ﹤0.01%
65
1553
$1K ﹤0.01%
14
-1,000
1554
$1K ﹤0.01%
335
1555
$1K ﹤0.01%
11
1556
$1K ﹤0.01%
19
1557
$1K ﹤0.01%
42
1558
$1K ﹤0.01%
+8
1559
$1K ﹤0.01%
20
1560
$1K ﹤0.01%
+18
1561
$1K ﹤0.01%
5
1562
$1K ﹤0.01%
11
1563
$1K ﹤0.01%
200
1564
$1K ﹤0.01%
51
1565
$1K ﹤0.01%
100
1566
$1K ﹤0.01%
65
1567
$1K ﹤0.01%
49
1568
$1K ﹤0.01%
625
1569
– –
-2,600
1570
$0 ﹤0.01%
10
1571
– –
-1,761
1572
– –
-253
1573
– –
-69
1574
– –
-1,000
1575
– –
0
61 62
63
64 65