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
1626
$1K ﹤0.01%
5
-5
1627
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5
1628
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28
1629
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159
1630
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515
1631
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+63
1632
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24
1633
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200
1634
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43
+4
1635
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105
-3
1636
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14
1637
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94
1638
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23
1639
$1K ﹤0.01%
74
-4,236
1640
$1K ﹤0.01%
19
1641
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140
1642
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65
1643
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23
+9
1644
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1645
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1646
$1K ﹤0.01%
50
1647
$1K ﹤0.01%
+5
1648
$1K ﹤0.01%
20
1649
$1K ﹤0.01%
335
1650
$1K ﹤0.01%
8
64 65
66
67 68