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
276
$2.33M 0.03%
15,090
+33
277
$2.29M 0.03%
5,217
-378
278
$2.28M 0.03%
56,053
-2,568
279
$2.27M 0.03%
7,581
-256
280
$2.22M 0.03%
6,726
+152
281
$2.22M 0.03%
18,318
-981
282
$2.21M 0.03%
23,274
283
$2.19M 0.03%
8,017
-471
284
$2.17M 0.03%
7,042
+235
285
$2.17M 0.03%
157,862
+15,317
286
$2.15M 0.03%
27,175
+1,725
287
$2.15M 0.03%
19,818
-2
288
$2.14M 0.03%
19,452
-567
289
$2.13M 0.03%
17,872
-18
290
$2.11M 0.03%
15,955
-2,057
291
$2.1M 0.03%
62,475
+5,921
292
$2.09M 0.03%
71,033
+2,682
293
$2.05M 0.02%
20,348
-3,111
294
$2.01M 0.02%
10,307
295
$2M 0.02%
5,034
296
$1.95M 0.02%
2,179
+137
297
$1.94M 0.02%
45,850
+20,342
298
$1.94M 0.02%
7,000
299
$1.9M 0.02%
45,966
300
$1.86M 0.02%
11,942
-495
10 11
12
13 14