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
1051
$28.5K ﹤0.01%
344
1052
$28.4K ﹤0.01%
313
+1
1053
$28.3K ﹤0.01%
300
1054
$28.3K ﹤0.01%
150
1055
$28K ﹤0.01%
390
1056
$27.8K ﹤0.01%
1,314
1057
$27.7K ﹤0.01%
242
-104
1058
$27.6K ﹤0.01%
+1,000
1059
$27.4K ﹤0.01%
600
1060
$27.4K ﹤0.01%
312
1061
$27.3K ﹤0.01%
407
-10
1062
$26.8K ﹤0.01%
104
1063
$26.7K ﹤0.01%
834
1064
$26.6K ﹤0.01%
990
1065
$26.6K ﹤0.01%
1,525
1066
$26.4K ﹤0.01%
+722
1067
$26.4K ﹤0.01%
650
-200
1068
$26.3K ﹤0.01%
366
-40
1069
$25.6K ﹤0.01%
258
-8
1070
$25.5K ﹤0.01%
2,627
+799
1071
$25.4K ﹤0.01%
210
1072
$25.4K ﹤0.01%
406
1073
$25.3K ﹤0.01%
629
1074
$25.2K ﹤0.01%
380
1075
$24.6K ﹤0.01%
578
+181
41 42
43
44 45