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
776
$108K ﹤0.01%
417
777
$108K ﹤0.01%
2,000
778
$107K ﹤0.01%
1,020
779
$107K ﹤0.01%
4,033
780
$106K ﹤0.01%
199
781
$106K ﹤0.01%
1,920
+656
782
$106K ﹤0.01%
1,333
783
$106K ﹤0.01%
2,269
784
$105K ﹤0.01%
16,993
785
$105K ﹤0.01%
2,413
-141
786
$105K ﹤0.01%
17,958
787
$103K ﹤0.01%
930
788
$103K ﹤0.01%
2,704
789
$102K ﹤0.01%
2,496
+309
790
$101K ﹤0.01%
699
+123
791
$101K ﹤0.01%
1,851
792
$100K ﹤0.01%
248
-95
793
$99.8K ﹤0.01%
4,191
794
$99.6K ﹤0.01%
900
795
$99.2K ﹤0.01%
2,329
796
$98.9K ﹤0.01%
3,469
-543
797
$98.8K ﹤0.01%
612
-123
798
$98.8K ﹤0.01%
404
-29
799
$97.9K ﹤0.01%
1,265
+600
800
$97.6K ﹤0.01%
916
30 31
32
33 34