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
701
$161K ﹤0.01%
2,000
702
$160K ﹤0.01%
3,105
+30
703
$159K ﹤0.01%
2,513
704
$159K ﹤0.01%
1,012
705
$158K ﹤0.01%
2,475
-332
706
$158K ﹤0.01%
2,508
707
$157K ﹤0.01%
2,308
+78
708
$157K ﹤0.01%
3,075
709
$156K ﹤0.01%
714
710
$153K ﹤0.01%
10,000
711
$151K ﹤0.01%
6,188
712
$151K ﹤0.01%
2,867
-88
713
$151K ﹤0.01%
7,144
714
$149K ﹤0.01%
3,053
+54
715
$148K ﹤0.01%
+7,000
716
$148K ﹤0.01%
875
-190
717
$148K ﹤0.01%
1,176
-12
718
$145K ﹤0.01%
2,818
-280
719
$145K ﹤0.01%
681
720
$143K ﹤0.01%
1,656
721
$143K ﹤0.01%
1,499
722
$141K ﹤0.01%
2,027
723
$139K ﹤0.01%
1,594
724
$138K ﹤0.01%
1,503
+312
725
$138K ﹤0.01%
1,914
27 28
29
30 31