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
1551
$2K ﹤0.01%
+86
1552
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150
1553
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1554
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35
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+68
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594
1557
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14
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101
-25
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234
-4
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31
1561
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23
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162
-1
1563
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675
1564
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36
1566
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+200
1567
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1570
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+30
1571
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39
1572
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31
1573
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54
-49,182
1574
$2K ﹤0.01%
+66
1575
$2K ﹤0.01%
27
61 62
63
64 65