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
1551
$1K ﹤0.01%
5
1552
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11
1553
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200
1554
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51
1555
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1557
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1558
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625
1559
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111
+78
1560
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55
1561
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1562
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1563
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1564
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50
1565
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6
1566
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43
-21
1567
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1568
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140
1569
– –
-45
1570
$0 ﹤0.01%
3
+1
1571
$0 ﹤0.01%
5
-7
1572
– –
-239
1573
$0 ﹤0.01%
265
1574
$0 ﹤0.01%
6
1575
$0 ﹤0.01%
200
61 62
63
64 65