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
1351
$4.59K ﹤0.01%
474
-8
1352
$4.5K ﹤0.01%
722
1353
$4.49K ﹤0.01%
100
1354
$4.46K ﹤0.01%
77
-4,889
1355
$4.44K ﹤0.01%
31
1356
$4.42K ﹤0.01%
63
1357
$4.38K ﹤0.01%
141
1358
$4.35K ﹤0.01%
1,050
1359
$4.32K ﹤0.01%
45
1360
$4.21K ﹤0.01%
45
-58
1361
$4.2K ﹤0.01%
119
+94
1362
$4.14K ﹤0.01%
322
1363
$4.13K ﹤0.01%
340
1364
$4.13K ﹤0.01%
224
1365
$4.11K ﹤0.01%
488
1366
$4.05K ﹤0.01%
59
1367
$4.03K ﹤0.01%
165
1368
$3.83K ﹤0.01%
275
1369
$3.79K ﹤0.01%
77
-220
1370
$3.77K ﹤0.01%
417
1371
$3.75K ﹤0.01%
158
-30
1372
$3.74K ﹤0.01%
110
1373
$3.71K ﹤0.01%
159
1374
$3.7K ﹤0.01%
75
1375
$3.68K ﹤0.01%
93
-1
53 54
55
56 57