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
1226
$10.5K ﹤0.01%
+330
1227
$10.5K ﹤0.01%
+140
1228
$10.3K ﹤0.01%
178
+111
1229
$10.2K ﹤0.01%
500
1230
$10.2K ﹤0.01%
523
1231
$10.2K ﹤0.01%
536
-536
1232
$10.1K ﹤0.01%
638
1233
$10K ﹤0.01%
177
-6
1234
$9.98K ﹤0.01%
225
1235
$9.98K ﹤0.01%
79
1236
$9.97K ﹤0.01%
178
1237
$9.92K ﹤0.01%
+381
1238
$9.9K ﹤0.01%
189
1239
$9.73K ﹤0.01%
59
1240
$9.63K ﹤0.01%
100
1241
$9.45K ﹤0.01%
+160
1242
$9.4K ﹤0.01%
78
1243
$9.38K ﹤0.01%
+1,353
1244
$9.38K ﹤0.01%
297
1245
$9.34K ﹤0.01%
200
-188
1246
$9.32K ﹤0.01%
359
-2,000
1247
$9.26K ﹤0.01%
+607
1248
$9.24K ﹤0.01%
+445
1249
$9.1K ﹤0.01%
+189
1250
$9.06K ﹤0.01%
432
48 49
50
51 52