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
476
$536K 0.01%
13,354
+6,726
477
$535K 0.01%
11,830
+537
478
$534K 0.01%
2,740
+2
479
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4,298
+2,966
480
$526K 0.01%
123,500
481
$521K 0.01%
6,437
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482
$518K 0.01%
12,054
-880
483
$516K 0.01%
4,323
+1,216
484
$514K 0.01%
8,177
+179
485
$510K 0.01%
20,261
486
$510K 0.01%
3,110
-75
487
$509K 0.01%
2,823
+128
488
$508K 0.01%
20,794
-516
489
$504K 0.01%
19,029
490
$503K 0.01%
13,527
-5,761
491
$495K 0.01%
6,952
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492
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4,350
493
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6,450
-15
494
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15,285
-250
495
$484K 0.01%
+19,974
496
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1,937
-2,608
497
$468K 0.01%
2,666
498
$464K 0.01%
25,617
499
$464K 0.01%
125
+1
500
$460K 0.01%
3,568
-60
18 19
20
21 22