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
1601
$1K ﹤0.01%
105
1602
$1K ﹤0.01%
25
1603
$1K ﹤0.01%
134
1604
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18
1605
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50
-46
1606
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71
1607
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11
1608
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105
1609
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111
1610
$1K ﹤0.01%
24
1611
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55
1612
$1K ﹤0.01%
+1
1613
$1K ﹤0.01%
37
1614
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15
1615
$1K ﹤0.01%
35
1616
$1K ﹤0.01%
199
+3
1617
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17
1618
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25
1619
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37
1620
$1K ﹤0.01%
8
1621
$1K ﹤0.01%
50
1622
$1K ﹤0.01%
66
1623
$1K ﹤0.01%
9
+3
1624
$1K ﹤0.01%
8
1625
$1K ﹤0.01%
5
-245
63 64
65
66 67