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
1101
$20.3K ﹤0.01%
229
1102
$20.2K ﹤0.01%
117
1103
$20.2K ﹤0.01%
505
1104
$20.1K ﹤0.01%
419
+19
1105
$20.1K ﹤0.01%
297
1106
$20.1K ﹤0.01%
115
1107
$20K ﹤0.01%
480
-483
1108
$20K ﹤0.01%
198
1109
$20K ﹤0.01%
805
1110
$19.8K ﹤0.01%
5,706
1111
$19.7K ﹤0.01%
281
1112
$19.7K ﹤0.01%
1,163
+433
1113
$19.7K ﹤0.01%
569
1114
$19.6K ﹤0.01%
229
1115
$19.6K ﹤0.01%
434
1116
$19.6K ﹤0.01%
350
1117
$19.3K ﹤0.01%
658
1118
$19.3K ﹤0.01%
240
1119
$19.2K ﹤0.01%
+233
1120
$18.8K ﹤0.01%
90
-20
1121
$18.8K ﹤0.01%
1,631
1122
$18.4K ﹤0.01%
128
1123
$18.4K ﹤0.01%
1,105
+105
1124
$18.2K ﹤0.01%
728
1125
$18.2K ﹤0.01%
+58