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
351
$1.26M 0.02%
55,908
-20,403
352
$1.24M 0.02%
55,378
-1,576
353
$1.21M 0.01%
15,093
-215
354
$1.2M 0.01%
+42,710
355
$1.19M 0.01%
12,276
-1,006
356
$1.19M 0.01%
35,521
357
$1.18M 0.01%
32,915
358
$1.18M 0.01%
17,017
-1,634
359
$1.17M 0.01%
9,843
-12
360
$1.17M 0.01%
14,514
-885
361
$1.17M 0.01%
34,757
-1,014
362
$1.16M 0.01%
766
363
$1.16M 0.01%
3,306
364
$1.16M 0.01%
7,004
365
$1.15M 0.01%
32,326
366
$1.14M 0.01%
91,382
+9,436
367
$1.14M 0.01%
6,613
+3,300
368
$1.14M 0.01%
11,471
-1,197
369
$1.13M 0.01%
2,136
370
$1.11M 0.01%
14,666
-28
371
$1.11M 0.01%
13,582
+1,773
372
$1.1M 0.01%
3,245
373
$1.09M 0.01%
8,926
-355
374
$1.07M 0.01%
7,263
-35
375
$1.07M 0.01%
15,554
-2,533
13 14
15
16 17