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
326
$1.51M 0.02%
5,336
+52
327
$1.45M 0.02%
5,847
-160
328
$1.45M 0.02%
3,318
-189
329
$1.45M 0.02%
6,631
-150
330
$1.43M 0.02%
10,329
331
$1.43M 0.02%
8,475
-1,132
332
$1.42M 0.02%
5,979
+100
333
$1.41M 0.02%
22,636
334
$1.41M 0.02%
10,922
-562
335
$1.4M 0.02%
10,813
-72
336
$1.39M 0.02%
21,481
337
$1.38M 0.02%
26,399
338
$1.37M 0.02%
10,291
-109
339
$1.37M 0.02%
4,387
+49
340
$1.36M 0.02%
22,778
341
$1.36M 0.02%
13,230
342
$1.32M 0.02%
23,841
-10,037
343
$1.31M 0.02%
14,422
344
$1.31M 0.02%
9,892
345
$1.31M 0.02%
27,760
+3,069
346
$1.3M 0.02%
47,489
+4,161
347
$1.29M 0.02%
31,201
348
$1.29M 0.02%
9,539
-239
349
$1.27M 0.02%
2,233
-455
350
$1.26M 0.02%
11,948
-722
12 13
14
15 16