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
851
$79.1K ﹤0.01%
1,946
-712
852
$79.1K ﹤0.01%
767
+500
853
$79K ﹤0.01%
1,198
854
$78K ﹤0.01%
15,978
855
$76.3K ﹤0.01%
403
856
$76.1K ﹤0.01%
834
+276
857
$75.7K ﹤0.01%
217
858
$75.7K ﹤0.01%
1,550
859
$75.6K ﹤0.01%
2,019
+88
860
$74.9K ﹤0.01%
2,088
+381
861
$74.7K ﹤0.01%
505
-353
862
$74.5K ﹤0.01%
1,000
863
$74.2K ﹤0.01%
4,240
+430
864
$73.9K ﹤0.01%
750
865
$73.3K ﹤0.01%
+2,000
866
$73.2K ﹤0.01%
3,052
-9,991
867
$73K ﹤0.01%
1,900
868
$72.5K ﹤0.01%
3,081
869
$72.2K ﹤0.01%
2,450
870
$71.6K ﹤0.01%
1,328
871
$71.4K ﹤0.01%
1,469
872
$70.6K ﹤0.01%
1,462
+372
873
$70.6K ﹤0.01%
3,464
-1,500
874
$70.4K ﹤0.01%
717
-1
875
$70.2K ﹤0.01%
3,550
-1,420
33 34
35
36 37