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
676
$185K ﹤0.01%
1,737
-70
677
$183K ﹤0.01%
5,541
678
$183K ﹤0.01%
3,158
679
$179K ﹤0.01%
3,016
-15
680
$179K ﹤0.01%
340
-500
681
$178K ﹤0.01%
2,941
+1,200
682
$177K ﹤0.01%
1,000
683
$176K ﹤0.01%
611
-6
684
$176K ﹤0.01%
398
+61
685
$176K ﹤0.01%
3,190
+46
686
$176K ﹤0.01%
1,380
687
$176K ﹤0.01%
3,440
688
$175K ﹤0.01%
1,586
689
$175K ﹤0.01%
2,856
690
$171K ﹤0.01%
16,222
-31,873
691
$171K ﹤0.01%
918
+92
692
$170K ﹤0.01%
1,041
-77
693
$170K ﹤0.01%
2,368
694
$168K ﹤0.01%
5,814
695
$168K ﹤0.01%
1,000
-150
696
$166K ﹤0.01%
3,305
697
$166K ﹤0.01%
3,446
-208
698
$163K ﹤0.01%
1,260
699
$163K ﹤0.01%
3,916
700
$162K ﹤0.01%
3,300
26 27
28
29 30