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
976
$41K ﹤0.01%
3,344
977
$40.8K ﹤0.01%
723
-350
978
$40.8K ﹤0.01%
1,391
+851
979
$40.7K ﹤0.01%
810
980
$40.4K ﹤0.01%
1,500
981
$40.4K ﹤0.01%
637
982
$40.4K ﹤0.01%
356
983
$40.2K ﹤0.01%
2,200
+1,500
984
$40K ﹤0.01%
160
985
$39.9K ﹤0.01%
210
986
$39.7K ﹤0.01%
444
987
$39.7K ﹤0.01%
1,000
988
$39.7K ﹤0.01%
4,097
989
$39.6K ﹤0.01%
890
990
$38.8K ﹤0.01%
212
991
$38.5K ﹤0.01%
457
+173
992
$38.4K ﹤0.01%
200
993
$38.2K ﹤0.01%
283
994
$38.1K ﹤0.01%
1,900
-187
995
$38.1K ﹤0.01%
192
996
$38K ﹤0.01%
1,118
997
$37.8K ﹤0.01%
209
998
$37.5K ﹤0.01%
3,665
999
$37.4K ﹤0.01%
359
1000
$37.4K ﹤0.01%
190
-135
38 39
40
41 42