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
1026
$33.2K ﹤0.01%
562
-18
1027
$33K ﹤0.01%
105
-4
1028
$32.7K ﹤0.01%
899
1029
$32.5K ﹤0.01%
535
1030
$32.3K ﹤0.01%
1,229
1031
$32.3K ﹤0.01%
92
+62
1032
$32.1K ﹤0.01%
338
1033
$32.1K ﹤0.01%
1,315
1034
$31.9K ﹤0.01%
188
1035
$31.9K ﹤0.01%
1,750
1036
$31.7K ﹤0.01%
442
1037
$31.7K ﹤0.01%
279
+114
1038
$31.6K ﹤0.01%
255
-17
1039
$31.5K ﹤0.01%
382
1040
$31.5K ﹤0.01%
640
1041
$31.2K ﹤0.01%
337
1042
$30.8K ﹤0.01%
1,409
+164
1043
$30.7K ﹤0.01%
137
+82
1044
$30.3K ﹤0.01%
+196
1045
$29.5K ﹤0.01%
280
1046
$29.5K ﹤0.01%
402
1047
$29.1K ﹤0.01%
1,740
+83
1048
$29K ﹤0.01%
430
1049
$28.9K ﹤0.01%
52
+30
1050
$28.8K ﹤0.01%
391
40 41
42
43 44