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
1301
$6.52K ﹤0.01%
162
-258
1302
$6.47K ﹤0.01%
337
1303
$6.33K ﹤0.01%
2,215
1304
$6.33K ﹤0.01%
90
1305
$6.32K ﹤0.01%
33
1306
$6.22K ﹤0.01%
110
1307
$6.2K ﹤0.01%
170
1308
$6.2K ﹤0.01%
312
1309
$6.14K ﹤0.01%
155
1310
$6.13K ﹤0.01%
72
1311
$6.12K ﹤0.01%
137
-119
1312
$6.07K ﹤0.01%
1,200
1313
$6.05K ﹤0.01%
162
-35
1314
$6.04K ﹤0.01%
117
1315
$6.01K ﹤0.01%
67
1316
$5.96K ﹤0.01%
+121
1317
$5.92K ﹤0.01%
155
1318
$5.92K ﹤0.01%
524
1319
$5.88K ﹤0.01%
1,999
1320
$5.84K ﹤0.01%
+191
1321
$5.75K ﹤0.01%
490
-4,000
1322
$5.74K ﹤0.01%
856
-50
1323
$5.69K ﹤0.01%
144
1324
$5.62K ﹤0.01%
92
1325
$5.6K ﹤0.01%
35
51 52
53
54 55