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
1126
$18.2K ﹤0.01%
148
1127
$18.1K ﹤0.01%
199
-7
1128
$18.1K ﹤0.01%
210
1129
$17.8K ﹤0.01%
433
1130
$17.7K ﹤0.01%
316
-22
1131
$17.7K ﹤0.01%
205
-67
1132
$17.6K ﹤0.01%
81
-688
1133
$17.5K ﹤0.01%
+64
1134
$17.5K ﹤0.01%
181
1135
$17.5K ﹤0.01%
578
1136
$17.5K ﹤0.01%
731
1137
$17.3K ﹤0.01%
374
1138
$17.3K ﹤0.01%
50
1139
$17.2K ﹤0.01%
317
1140
$17K ﹤0.01%
324
1141
$17K ﹤0.01%
+126
1142
$17K ﹤0.01%
150
1143
$16.9K ﹤0.01%
294
1144
$16.8K ﹤0.01%
231
1145
$16.5K ﹤0.01%
748
-83
1146
$16.4K ﹤0.01%
105
1147
$16.2K ﹤0.01%
334
1148
$16.1K ﹤0.01%
693
1149
$16.1K ﹤0.01%
+1,751
1150
$16.1K ﹤0.01%
344