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
1151
$16K ﹤0.01%
+162
1152
$16K ﹤0.01%
220
-94
1153
$16K ﹤0.01%
224
+163
1154
$15.9K ﹤0.01%
1,496
1155
$15.8K ﹤0.01%
139
-321
1156
$15.6K ﹤0.01%
334
+138
1157
$15.3K ﹤0.01%
100
1158
$15.2K ﹤0.01%
1,049
1159
$15.2K ﹤0.01%
188
1160
$15.2K ﹤0.01%
194
1161
$15.1K ﹤0.01%
+1,000
1162
$15K ﹤0.01%
240
1163
$15K ﹤0.01%
108
1164
$14.9K ﹤0.01%
+105
1165
$14.9K ﹤0.01%
238
+5
1166
$14.9K ﹤0.01%
741
1167
$14.6K ﹤0.01%
+121
1168
$14.6K ﹤0.01%
472
1169
$14.5K ﹤0.01%
113
1170
$14.1K ﹤0.01%
330
+1
1171
$14K ﹤0.01%
270
1172
$14K ﹤0.01%
1,226
-40
1173
$14K ﹤0.01%
488
1174
$13.9K ﹤0.01%
170
1175
$13.8K ﹤0.01%
1,358
45 46
47
48 49