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
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.63M
4
PYPL icon
PayPal
PYPL
+$6.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.58M

Top Sells

1
+$6.65M
2
+$6.21M
3
+$5.24M
4
T icon
AT&T
T
+$5.06M
5
MDB icon
MongoDB
MDB
+$3.64M

Sector Composition

1 Technology 19.92%
2 Financials 12.3%
3 Healthcare 9.83%
4 Consumer Discretionary 8.69%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8.15M 0.13%
103,577
+2,224
152
$7.81M 0.13%
140,539
-508
153
$7.71M 0.13%
35,998
+280
154
$7.63M 0.12%
30,937
+1,382
155
$7.56M 0.12%
56,534
+311
156
$7.54M 0.12%
149,391
+103,436
157
$7.49M 0.12%
183,500
158
$7.44M 0.12%
44,685
+1,458
159
$7.34M 0.12%
63,316
-3,852
160
$7.31M 0.12%
29,882
+827
161
$7.13M 0.12%
145,903
-507
162
$7.08M 0.12%
113,584
-1,135
163
$7.06M 0.11%
25,436
164
$7.01M 0.11%
154,809
+10,834
165
$7M 0.11%
25,390
+847
166
$6.94M 0.11%
74,340
+1,075
167
$6.93M 0.11%
123,574
+4,078
168
$6.89M 0.11%
81,950
-140
169
$6.84M 0.11%
264,169
-2,574
170
$6.66M 0.11%
39,646
-435
171
$6.6M 0.11%
51,111
+449
172
$6.52M 0.11%
25,874
-34
173
$6.49M 0.11%
78,124
-147
174
$6.43M 0.1%
135,728
-142
175
$6.41M 0.1%
133,606
-2,643
5 6
7
8 9