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
1576
$2K ﹤0.01%
+14
1577
$2K ﹤0.01%
51
1578
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43
+4
1579
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43
1580
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32
-41
1581
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120
1582
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80
1583
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19
1584
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88
1585
$2K ﹤0.01%
165
1586
$2K ﹤0.01%
216
1587
$2K ﹤0.01%
+30
1588
$2K ﹤0.01%
39
1589
$2K ﹤0.01%
31
1590
$2K ﹤0.01%
54
-49,182
1591
$2K ﹤0.01%
+66
1592
$2K ﹤0.01%
27
1593
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68
1594
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82
1595
$1K ﹤0.01%
3
-119
1596
$1K ﹤0.01%
11
1597
$1K ﹤0.01%
555
1598
$1K ﹤0.01%
29
1599
$1K ﹤0.01%
119
1600
$1K ﹤0.01%
54
62 63
64
65 66