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
1676
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-18
1677
$0 ﹤0.01%
11
-77
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1680
$0 ﹤0.01%
8
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1681
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1682
$0 ﹤0.01%
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1683
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-8
1684
$0 ﹤0.01%
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1686
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1687
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$0 ﹤0.01%
3
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$0 ﹤0.01%
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1
1691
$0 ﹤0.01%
+3
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1693
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1694
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-2,146
1695
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1696
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0
1697
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1699
$0 ﹤0.01%
+9
1700
$0 ﹤0.01%
5
66 67
68
69 70