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
651
$210K ﹤0.01%
2,046
+109
652
$210K ﹤0.01%
2,477
653
$206K ﹤0.01%
1,762
+8
654
$206K ﹤0.01%
1,500
655
$206K ﹤0.01%
16,831
-335
656
$206K ﹤0.01%
2,592
657
$205K ﹤0.01%
356
+33
658
$202K ﹤0.01%
2,436
659
$201K ﹤0.01%
2,516
660
$199K ﹤0.01%
2,382
661
$199K ﹤0.01%
8,400
662
$197K ﹤0.01%
3,865
+2,760
663
$197K ﹤0.01%
3,088
664
$194K ﹤0.01%
1,696
+700
665
$194K ﹤0.01%
2,378
666
$193K ﹤0.01%
836
+36
667
$192K ﹤0.01%
2,272
+312
668
$192K ﹤0.01%
913
-526
669
$192K ﹤0.01%
1,813
670
$191K ﹤0.01%
1,134
-23
671
$190K ﹤0.01%
183
+7
672
$188K ﹤0.01%
2,500
673
$188K ﹤0.01%
1,223
674
$185K ﹤0.01%
2,184
675
$185K ﹤0.01%
1,881
-2
25 26
27
28 29