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
1076
$24.6K ﹤0.01%
135
+105
1077
$24.2K ﹤0.01%
500
1078
$24K ﹤0.01%
295
1079
$23.6K ﹤0.01%
186
1080
$23.5K ﹤0.01%
149
1081
$23.2K ﹤0.01%
318
+91
1082
$23.2K ﹤0.01%
1,029
1083
$22.8K ﹤0.01%
412
1084
$22.5K ﹤0.01%
69
+33
1085
$22.5K ﹤0.01%
1,956
-57
1086
$22.4K ﹤0.01%
+1,080
1087
$22.4K ﹤0.01%
1,259
1088
$22K ﹤0.01%
525
1089
$21.5K ﹤0.01%
214
-12
1090
$21.4K ﹤0.01%
968
1091
$21.3K ﹤0.01%
392
1092
$21.1K ﹤0.01%
287
1093
$21.1K ﹤0.01%
505
1094
$21K ﹤0.01%
+60
1095
$20.7K ﹤0.01%
+206
1096
$20.5K ﹤0.01%
628
1097
$20.5K ﹤0.01%
273
1098
$20.4K ﹤0.01%
533
1099
$20.3K ﹤0.01%
424
1100
$20.3K ﹤0.01%
200