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
951
$46.5K ﹤0.01%
2,972
952
$46.4K ﹤0.01%
81
+45
953
$46K ﹤0.01%
1,116
954
$45.4K ﹤0.01%
697
-213
955
$45.3K ﹤0.01%
600
956
$45K ﹤0.01%
400
957
$44.8K ﹤0.01%
830
+584
958
$44.5K ﹤0.01%
266
+36
959
$44.5K ﹤0.01%
859
-28
960
$44.3K ﹤0.01%
135
961
$44.1K ﹤0.01%
1,918
962
$43.9K ﹤0.01%
762
963
$43.9K ﹤0.01%
107
964
$43.4K ﹤0.01%
2,082
965
$43.4K ﹤0.01%
4,000
-298
966
$43.3K ﹤0.01%
1,706
+1,293
967
$43.1K ﹤0.01%
284
+20
968
$43K ﹤0.01%
817
969
$42.9K ﹤0.01%
1,966
970
$42.7K ﹤0.01%
436
971
$41.6K ﹤0.01%
951
972
$41.3K ﹤0.01%
848
-50
973
$41.3K ﹤0.01%
785
974
$41.2K ﹤0.01%
1,205
-1,205
975
$41.1K ﹤0.01%
321
37 38
39
40 41