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
901
$60.3K ﹤0.01%
695
902
$59.7K ﹤0.01%
800
903
$59.5K ﹤0.01%
342
904
$58.9K ﹤0.01%
188
905
$58.3K ﹤0.01%
798
906
$58.2K ﹤0.01%
557
-863
907
$58.2K ﹤0.01%
456
-52
908
$58.1K ﹤0.01%
271
+4
909
$57.9K ﹤0.01%
202
910
$57.3K ﹤0.01%
1,884
911
$57.1K ﹤0.01%
633
+2
912
$56.7K ﹤0.01%
1,771
-396
913
$56K ﹤0.01%
1,213
914
$55.7K ﹤0.01%
620
915
$55.7K ﹤0.01%
500
916
$55.6K ﹤0.01%
234
-19,713
917
$55.5K ﹤0.01%
217
+63
918
$55.3K ﹤0.01%
1,000
919
$55.1K ﹤0.01%
1,777
-46
920
$55K ﹤0.01%
5,217
+300
921
$54.4K ﹤0.01%
6,092
-29
922
$54.2K ﹤0.01%
625
923
$53.9K ﹤0.01%
734
-21
924
$53.8K ﹤0.01%
781
925
$53.8K ﹤0.01%
797
-13
35 36
37
38 39