WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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 +$44.7M
2 +$39.4M
3 +$29.1M
4
NVDA icon
NVIDIA
NVDA
+$25.6M
5
MSFT icon
Microsoft
MSFT
+$22.5M

Top Sells

1 +$22.4M
2 +$14M
3 +$13.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$7.99M
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
DORM icon
1126
Dorman Products
DORM
$4.1B
$18.2K ﹤0.01%
148
GLOB icon
1127
Globant
GLOB
$2.67B
$18.1K ﹤0.01%
199
-7
LPX icon
1128
Louisiana-Pacific
LPX
$5.47B
$18.1K ﹤0.01%
210
BRKR icon
1129
Bruker
BRKR
$6.07B
$17.8K ﹤0.01%
433
TRNO icon
1130
Terreno Realty
TRNO
$6.27B
$17.7K ﹤0.01%
316
-22
HACK icon
1131
Amplify Cybersecurity ETF
HACK
$2.34B
$17.7K ﹤0.01%
205
-67
FERG icon
1132
Ferguson
FERG
$50.1B
$17.6K ﹤0.01%
81
-688
SAIA icon
1133
Saia
SAIA
$7.52B
$17.5K ﹤0.01%
+64
RVTY icon
1134
Revvity
RVTY
$10.3B
$17.5K ﹤0.01%
181
HRL icon
1135
Hormel Foods
HRL
$12.1B
$17.5K ﹤0.01%
578
BE icon
1136
Bloom Energy
BE
$32B
$17.5K ﹤0.01%
731
CELH icon
1137
Celsius Holdings
CELH
$10.7B
$17.3K ﹤0.01%
374
ERIE icon
1138
Erie Indemnity
ERIE
$14.9B
$17.3K ﹤0.01%
50
NXT icon
1139
Nextracker
NXT
$15.5B
$17.2K ﹤0.01%
317
FLS icon
1140
Flowserve
FLS
$8.8B
$17K ﹤0.01%
324
NTES icon
1141
NetEase
NTES
$88B
$17K ﹤0.01%
+126
IVOG icon
1142
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
$17K ﹤0.01%
150
EWT icon
1143
iShares MSCI Taiwan ETF
EWT
$6.71B
$16.9K ﹤0.01%
294
TKR icon
1144
Timken Company
TKR
$5.5B
$16.8K ﹤0.01%
231
REZI icon
1145
Resideo Technologies
REZI
$4.65B
$16.5K ﹤0.01%
748
-83
ATR icon
1146
AptarGroup
ATR
$7.63B
$16.4K ﹤0.01%
105
SPEU icon
1147
SPDR Portfolio Europe ETF
SPEU
$703M
$16.2K ﹤0.01%
334
UNFI icon
1148
United Natural Foods
UNFI
$2.34B
$16.1K ﹤0.01%
693
AGNC icon
1149
AGNC Investment
AGNC
$11.1B
$16.1K ﹤0.01%
+1,751
BATRK icon
1150
Atlanta Braves Holdings Series B
BATRK
$2.44B
$16.1K ﹤0.01%
344