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
801
$97.1K ﹤0.01%
977
802
$97K ﹤0.01%
1,586
803
$96.9K ﹤0.01%
3,202
+1,445
804
$96.8K ﹤0.01%
5,229
-33,147
805
$96.4K ﹤0.01%
1,885
806
$96.3K ﹤0.01%
680
807
$95.9K ﹤0.01%
3,000
808
$95.5K ﹤0.01%
1,406
-181
809
$95.2K ﹤0.01%
632
810
$95.2K ﹤0.01%
847
811
$95K ﹤0.01%
1,000
812
$94.6K ﹤0.01%
100
813
$94.5K ﹤0.01%
1,038
814
$94.4K ﹤0.01%
3,997
-269
815
$94.3K ﹤0.01%
350
816
$94.1K ﹤0.01%
1,206
817
$93.8K ﹤0.01%
2,804
-154
818
$93K ﹤0.01%
2,000
819
$91.7K ﹤0.01%
1,470
+370
820
$91.4K ﹤0.01%
1,831
821
$91.1K ﹤0.01%
2,171
-20
822
$90K ﹤0.01%
944
823
$88.7K ﹤0.01%
987
+320
824
$87.8K ﹤0.01%
2,000
825
$87.5K ﹤0.01%
2,500
31 32
33
34 35