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
876
$69.8K ﹤0.01%
565
+2
877
$69.6K ﹤0.01%
333
878
$69.4K ﹤0.01%
223
879
$68.6K ﹤0.01%
2,572
880
$68.5K ﹤0.01%
763
881
$68.4K ﹤0.01%
1,531
882
$68.3K ﹤0.01%
2,000
883
$67.5K ﹤0.01%
3,630
-320
884
$67.5K ﹤0.01%
1,663
885
$67.3K ﹤0.01%
634
886
$66.6K ﹤0.01%
434
887
$65.2K ﹤0.01%
360
888
$65K ﹤0.01%
706
+35
889
$64.7K ﹤0.01%
1,533
890
$63.9K ﹤0.01%
4,515
+413
891
$63.2K ﹤0.01%
939
892
$63.2K ﹤0.01%
1,707
893
$62.9K ﹤0.01%
808
+93
894
$62.4K ﹤0.01%
976
+4
895
$61.5K ﹤0.01%
312
896
$61.5K ﹤0.01%
647
-123
897
$61.3K ﹤0.01%
1,927
898
$61.2K ﹤0.01%
+900
899
$60.8K ﹤0.01%
5,867
900
$60.6K ﹤0.01%
359
34 35
36
37 38