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
201
$4.76M 0.08%
14,708
+508
202
$4.72M 0.08%
241,892
+7,866
203
$4.7M 0.08%
2,667
+70
204
$4.65M 0.08%
53,361
+1,108
205
$4.63M 0.08%
20,321
+78
206
$4.6M 0.07%
96,201
+3,330
207
$4.55M 0.07%
37,098
+2,650
208
$4.5M 0.07%
10,382
+289
209
$4.45M 0.07%
39,174
+1,146
210
$4.42M 0.07%
24,741
+839
211
$4.37M 0.07%
19,787
+1,283
212
$4.36M 0.07%
27,587
+709
213
$4.3M 0.07%
49,132
-2,819
214
$4.27M 0.07%
122,604
+3,526
215
$4.25M 0.07%
35,311
-909
216
$4.19M 0.07%
24,117
-433
217
$4.16M 0.07%
16,747
-44
218
$4.14M 0.07%
57,990
+1,891
219
$4.11M 0.07%
49,103
+1,153
220
$3.91M 0.06%
119,178
221
$3.85M 0.06%
17,508
-373
222
$3.82M 0.06%
72,201
+2,374
223
$3.82M 0.06%
101,547
+783
224
$3.75M 0.06%
80,925
-190
225
$3.74M 0.06%
87,642
+82,841
7 8
9
10 11