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
401
$897K 0.01%
8,910
402
$888K 0.01%
17,521
-4,950
403
$885K 0.01%
42,491
404
$876K 0.01%
3,290
+23
405
$866K 0.01%
2,643
406
$857K 0.01%
116
-7
407
$854K 0.01%
11,751
+8
408
$851K 0.01%
10,977
-411
409
$845K 0.01%
2,881
+60
410
$843K 0.01%
20,309
411
$838K 0.01%
8,523
-77
412
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11,405
413
$829K 0.01%
4,520
-106
414
$827K 0.01%
1,040
+13
415
$821K 0.01%
11,902
-1,089
416
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7,138
-4,871
417
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1,820
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418
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11,811
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419
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19,038
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420
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7,089
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421
$772K 0.01%
3,688
-11
422
$762K 0.01%
13,682
423
$760K 0.01%
3,944
-1,250
424
$758K 0.01%
7,179
-260
425
$750K 0.01%
6,353
-100
15 16
17
18 19