WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.29B
AUM Growth
+$1.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,559
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$33.1M
3
+$24.8M
4
TSLA icon
Tesla
TSLA
+$20.8M
5
NVDA icon
NVIDIA
NVDA
+$20.4M

Top Sells

1
+$22M
2
+$17.2M
3
+$13.7M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$7.69M
5
VZ icon
Verizon
VZ
+$5.61M

Sector Composition

1 Technology 26.69%
2 Financials 13.4%
3 Consumer Discretionary 8.23%
4 Industrials 7.64%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.48M 0.04%
10,866
-19
227
$3.47M 0.04%
8,539
+6,252
228
$3.46M 0.04%
15,641
-13
229
$3.44M 0.04%
24,852
-599
230
$3.28M 0.04%
7,085
+3
231
$3.28M 0.04%
10,784
+975
232
$3.28M 0.04%
11,897
-249
233
$3.28M 0.04%
36,050
-173
234
$3.27M 0.04%
108,381
-1,183
235
$3.27M 0.04%
29,817
236
$3.26M 0.04%
14,261
+335
237
$3.23M 0.04%
4,205
+682
238
$3.21M 0.04%
159,938
+423
239
$3.2M 0.04%
10,957
+113
240
$3.19M 0.04%
6,504
+353
241
$3.18M 0.04%
4,798
-96
242
$3.15M 0.04%
26,298
-17,575
243
$3.13M 0.04%
78,644
+21,142
244
$3.09M 0.04%
58,628
-581
245
$3.08M 0.04%
55,197
+2,468
246
$3.07M 0.04%
36,049
-2,238
247
$3.06M 0.04%
48,208
+481
248
$3.06M 0.04%
66,020
-5,251
249
$3.03M 0.04%
62,623
-6,414
250
$3.03M 0.04%
224,893
+3,508
8 9
10
11 12