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
1326
$5.56K ﹤0.01%
60
1327
$5.54K ﹤0.01%
52
-2,000
1328
$5.53K ﹤0.01%
186
1329
$5.49K ﹤0.01%
+696
1330
$5.47K ﹤0.01%
279
-536
1331
$5.42K ﹤0.01%
+180
1332
$5.41K ﹤0.01%
22
1333
$5.41K ﹤0.01%
537
1334
$5.36K ﹤0.01%
125
-70
1335
$5.36K ﹤0.01%
505
1336
$5.34K ﹤0.01%
17
1337
$5.32K ﹤0.01%
100
1338
$5.31K ﹤0.01%
127
1339
$5.31K ﹤0.01%
333
1340
$5.17K ﹤0.01%
188
1341
$5.17K ﹤0.01%
45
1342
$5.14K ﹤0.01%
152
1343
$5.07K ﹤0.01%
+28
1344
$5K ﹤0.01%
+171
1345
$4.96K ﹤0.01%
200
1346
$4.93K ﹤0.01%
+21
1347
$4.91K ﹤0.01%
207
1348
$4.83K ﹤0.01%
+53
1349
$4.79K ﹤0.01%
120
-70
1350
$4.75K ﹤0.01%
458
52 53
54
55 56