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
1251
$9.01K ﹤0.01%
100
-30
1252
$8.99K ﹤0.01%
140
1253
$8.97K ﹤0.01%
173
1254
$8.95K ﹤0.01%
153
1255
$8.85K ﹤0.01%
126
1256
$8.85K ﹤0.01%
235
1257
$8.81K ﹤0.01%
96
+24
1258
$8.75K ﹤0.01%
200
1259
$8.72K ﹤0.01%
242
1260
$8.71K ﹤0.01%
107
1261
$8.71K ﹤0.01%
70
1262
$8.65K ﹤0.01%
145
-146
1263
$8.64K ﹤0.01%
584
1264
$8.25K ﹤0.01%
537
1265
$8.19K ﹤0.01%
112
1266
$8.09K ﹤0.01%
155
1267
$8.09K ﹤0.01%
627
1268
$8.08K ﹤0.01%
66
1269
$8.06K ﹤0.01%
150
1270
$8.01K ﹤0.01%
146
-146
1271
$8K ﹤0.01%
464
+192
1272
$7.88K ﹤0.01%
58
1273
$7.68K ﹤0.01%
120
-107
1274
$7.65K ﹤0.01%
338
1275
$7.63K ﹤0.01%
16
49 50
51
52 53