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
376
$1.07M 0.01%
+21,979
377
$1.06M 0.01%
8,953
+43
378
$1.06M 0.01%
15,478
379
$1.05M 0.01%
93,821
-14,066
380
$1.04M 0.01%
6,013
-28
381
$1.03M 0.01%
9,320
-224
382
$1.03M 0.01%
11,000
+59
383
$1.01M 0.01%
14,200
384
$1M 0.01%
10,695
+234
385
$992K 0.01%
18,863
-220
386
$990K 0.01%
4,355
387
$985K 0.01%
30,045
388
$975K 0.01%
31,775
389
$956K 0.01%
30,300
390
$942K 0.01%
4,228
+464
391
$932K 0.01%
6,570
+191
392
$928K 0.01%
38,995
+33,525
393
$925K 0.01%
7,193
-35
394
$924K 0.01%
36,463
-11,709
395
$923K 0.01%
24,049
-5,805
396
$915K 0.01%
3,808
-182
397
$911K 0.01%
31,095
-935
398
$911K 0.01%
1,698
+123
399
$908K 0.01%
9,001
-1,335
400
$902K 0.01%
1,798
-17
14 15
16
17 18