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
926
$53.5K ﹤0.01%
271
927
$53.4K ﹤0.01%
562
928
$53.3K ﹤0.01%
221
929
$53K ﹤0.01%
+391
930
$53K ﹤0.01%
1,000
931
$53K ﹤0.01%
788
932
$52.6K ﹤0.01%
+450
933
$52.1K ﹤0.01%
289
934
$52.1K ﹤0.01%
166
935
$51.2K ﹤0.01%
174
936
$50.7K ﹤0.01%
800
937
$50.7K ﹤0.01%
1,000
938
$50.5K ﹤0.01%
1,508
939
$50K ﹤0.01%
270
-9
940
$49.7K ﹤0.01%
405
941
$48.7K ﹤0.01%
1,070
942
$48.4K ﹤0.01%
441
943
$48K ﹤0.01%
934
944
$47.4K ﹤0.01%
899
+399
945
$47.1K ﹤0.01%
213
946
$46.9K ﹤0.01%
2,252
+824
947
$46.8K ﹤0.01%
487
-12
948
$46.8K ﹤0.01%
610
949
$46.7K ﹤0.01%
2,124
-1,068
950
$46.7K ﹤0.01%
518
36 37
38
39 40