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
726
$137K ﹤0.01%
1,634
727
$136K ﹤0.01%
2,015
+289
728
$133K ﹤0.01%
1,060
729
$132K ﹤0.01%
1,271
+39
730
$132K ﹤0.01%
11,523
-157
731
$130K ﹤0.01%
2,475
732
$129K ﹤0.01%
1,181
733
$129K ﹤0.01%
1,719
734
$128K ﹤0.01%
798
735
$128K ﹤0.01%
3,472
-46
736
$128K ﹤0.01%
1,129
+409
737
$128K ﹤0.01%
1,142
+2
738
$128K ﹤0.01%
1,537
-228
739
$128K ﹤0.01%
3,124
740
$127K ﹤0.01%
522
741
$127K ﹤0.01%
2,653
+2,217
742
$126K ﹤0.01%
556
743
$126K ﹤0.01%
1,305
-400
744
$126K ﹤0.01%
3,629
745
$126K ﹤0.01%
436
746
$126K ﹤0.01%
2,155
-30
747
$125K ﹤0.01%
621
748
$123K ﹤0.01%
1,554
749
$123K ﹤0.01%
655
+5
750
$123K ﹤0.01%
1,123
28 29
30
31 32