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
1201
$12.4K ﹤0.01%
220
1202
$12.4K ﹤0.01%
1,283
-116
1203
$12.3K ﹤0.01%
211
1204
$12.1K ﹤0.01%
725
1205
$11.9K ﹤0.01%
500
1206
$11.9K ﹤0.01%
122
1207
$11.8K ﹤0.01%
175
1208
$11.8K ﹤0.01%
41
1209
$11.7K ﹤0.01%
228
1210
$11.7K ﹤0.01%
62
-1,510
1211
$11.5K ﹤0.01%
192
-296
1212
$11.5K ﹤0.01%
88
-9
1213
$11.5K ﹤0.01%
95
-40
1214
$11.5K ﹤0.01%
731
-383
1215
$11.5K ﹤0.01%
115
1216
$11.4K ﹤0.01%
+253
1217
$11.4K ﹤0.01%
120
+20
1218
$11.2K ﹤0.01%
+388
1219
$11.1K ﹤0.01%
+258
1220
$11K ﹤0.01%
+2,165
1221
$11K ﹤0.01%
201
1222
$10.8K ﹤0.01%
1,009
1223
$10.7K ﹤0.01%
+86
1224
$10.7K ﹤0.01%
100
1225
$10.7K ﹤0.01%
222
47 48
49
50 51