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
826
$87.5K ﹤0.01%
850
827
$87.3K ﹤0.01%
3,641
-5,898
828
$86.1K ﹤0.01%
2,625
829
$85.9K ﹤0.01%
2,031
830
$84.5K ﹤0.01%
595
-19
831
$84.5K ﹤0.01%
400
832
$84.4K ﹤0.01%
226
833
$84.2K ﹤0.01%
2,223
834
$84.1K ﹤0.01%
8,588
835
$84K ﹤0.01%
1,274
-32
836
$83.9K ﹤0.01%
3,038
837
$83.9K ﹤0.01%
675
+202
838
$83.9K ﹤0.01%
42
839
$83.7K ﹤0.01%
2,000
840
$82.7K ﹤0.01%
1,495
-247
841
$81.8K ﹤0.01%
1,864
842
$81.8K ﹤0.01%
1,026
843
$81.8K ﹤0.01%
168
-157
844
$80.8K ﹤0.01%
508
845
$80.5K ﹤0.01%
900
846
$80.4K ﹤0.01%
450
847
$80.3K ﹤0.01%
2,449
848
$80.1K ﹤0.01%
1,088
849
$79.7K ﹤0.01%
1,708
+265
850
$79.4K ﹤0.01%
2,000
32 33
34
35 36