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
1176
$13.7K ﹤0.01%
+184
1177
$13.6K ﹤0.01%
300
1178
$13.6K ﹤0.01%
3,000
1179
$13.5K ﹤0.01%
850
1180
$13.5K ﹤0.01%
1,512
-1,926
1181
$13.4K ﹤0.01%
+1,302
1182
$13.4K ﹤0.01%
180
1183
$13.4K ﹤0.01%
345
1184
$13.3K ﹤0.01%
+217
1185
$13.3K ﹤0.01%
822
1186
$13.3K ﹤0.01%
57
1187
$13.2K ﹤0.01%
550
1188
$13.2K ﹤0.01%
309
1189
$13.2K ﹤0.01%
2,218
1190
$13.1K ﹤0.01%
1,200
1191
$13.1K ﹤0.01%
120
-722
1192
$12.9K ﹤0.01%
230
-209
1193
$12.8K ﹤0.01%
357
1194
$12.7K ﹤0.01%
205
1195
$12.6K ﹤0.01%
3,328
1196
$12.6K ﹤0.01%
2,433
1197
$12.6K ﹤0.01%
165
1198
$12.5K ﹤0.01%
119
1199
$12.5K ﹤0.01%
199
1200
$12.5K ﹤0.01%
186
-474
46 47
48
49 50