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
1626
$1K ﹤0.01%
20
1627
$1K ﹤0.01%
335
1628
$1K ﹤0.01%
11
1629
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8
1630
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26
1631
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+10
1632
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45
1633
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82
1634
$1K ﹤0.01%
5
1635
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44
+33
1636
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+3
1637
$1K ﹤0.01%
200
1638
$1K ﹤0.01%
300
1639
$1K ﹤0.01%
+60
1640
$1K ﹤0.01%
54
1641
$1K ﹤0.01%
51
1642
$1K ﹤0.01%
195
-92
1643
$1K ﹤0.01%
715
1644
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100
1645
$1K ﹤0.01%
65
1646
$1K ﹤0.01%
555
1647
$1K ﹤0.01%
134
1648
$1K ﹤0.01%
18
1649
$1K ﹤0.01%
50
-46
1650
$1K ﹤0.01%
24
64 65
66
67 68