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
576
$312K ﹤0.01%
3,797
577
$312K ﹤0.01%
1,024
578
$310K ﹤0.01%
2,145
-252
579
$309K ﹤0.01%
3,289
580
$306K ﹤0.01%
2,265
581
$301K ﹤0.01%
1,673
582
$301K ﹤0.01%
1,775
583
$298K ﹤0.01%
2,024
+129
584
$298K ﹤0.01%
3,707
-104
585
$296K ﹤0.01%
3,906
-348
586
$296K ﹤0.01%
3,000
587
$293K ﹤0.01%
606
-67
588
$289K ﹤0.01%
2,820
-445
589
$288K ﹤0.01%
6,428
590
$284K ﹤0.01%
2,145
591
$284K ﹤0.01%
1,904
592
$281K ﹤0.01%
2,605
+219
593
$280K ﹤0.01%
1,558
594
$279K ﹤0.01%
3,795
-550
595
$278K ﹤0.01%
7,711
+229
596
$277K ﹤0.01%
4,930
-50
597
$274K ﹤0.01%
6,531
+280
598
$274K ﹤0.01%
4,852
599
$273K ﹤0.01%
1,046
600
$271K ﹤0.01%
8,748
22 23
24
25 26