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
$7.59B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,619
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$13.4M
3
+$11.1M
4
GS icon
Goldman Sachs
GS
+$10.7M
5
NEE icon
NextEra Energy
NEE
+$10.4M

Top Sells

1
+$20M
2
+$18.5M
3
+$18.3M
4
ABNB icon
Airbnb
ABNB
+$15.9M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$9.25M

Sector Composition

1 Technology 27.02%
2 Financials 12.56%
3 Consumer Discretionary 8.11%
4 Industrials 7.39%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$45.4K ﹤0.01%
887
952
$44.7K ﹤0.01%
788
953
$44.7K ﹤0.01%
400
954
$44.2K ﹤0.01%
576
-9
955
$43.8K ﹤0.01%
174
956
$43.7K ﹤0.01%
209
957
$43.1K ﹤0.01%
346
958
$43.1K ﹤0.01%
502
+10
959
$43K ﹤0.01%
755
+30
960
$42.9K ﹤0.01%
890
961
$42.7K ﹤0.01%
1,116
962
$42.3K ﹤0.01%
737
-147
963
$42.1K ﹤0.01%
489
+323
964
$42K ﹤0.01%
1,966
965
$41.7K ﹤0.01%
+4,102
966
$41.4K ﹤0.01%
518
967
$41K ﹤0.01%
192
968
$41K ﹤0.01%
414
969
$40.1K ﹤0.01%
291
+274
970
$39.8K ﹤0.01%
213
971
$39.7K ﹤0.01%
210
972
$39K ﹤0.01%
154
973
$38.8K ﹤0.01%
483
-417
974
$38.8K ﹤0.01%
+535
975
$38.5K ﹤0.01%
545
-149
37 38
39
40 41