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
1276
$7.58K ﹤0.01%
462
+179
1277
$7.57K ﹤0.01%
+206
1278
$7.56K ﹤0.01%
50
1279
$7.53K ﹤0.01%
50
1280
$7.49K ﹤0.01%
200
1281
$7.48K ﹤0.01%
+838
1282
$7.41K ﹤0.01%
719
1283
$7.39K ﹤0.01%
64
1284
$7.34K ﹤0.01%
51
1285
$7.34K ﹤0.01%
135
1286
$7.34K ﹤0.01%
150
1287
$7.31K ﹤0.01%
580
-1,443
1288
$7.27K ﹤0.01%
434
1289
$7.15K ﹤0.01%
88
1290
$7.13K ﹤0.01%
81
1291
$7.05K ﹤0.01%
200
1292
$6.97K ﹤0.01%
25
1293
$6.93K ﹤0.01%
177
+78
1294
$6.89K ﹤0.01%
+1,240
1295
$6.82K ﹤0.01%
124
1296
$6.79K ﹤0.01%
699
+498
1297
$6.71K ﹤0.01%
29
1298
$6.71K ﹤0.01%
808
1299
$6.66K ﹤0.01%
53
1300
$6.62K ﹤0.01%
101
50 51
52
53 54