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
1376
$3.63K ﹤0.01%
+15
1377
$3.53K ﹤0.01%
333
1378
$3.44K ﹤0.01%
75
1379
$3.33K ﹤0.01%
216
1380
$3.31K ﹤0.01%
300
1381
$3.29K ﹤0.01%
+166
1382
$3.24K ﹤0.01%
100
-118
1383
$3.19K ﹤0.01%
289
1384
$3.08K ﹤0.01%
+189
1385
$3.08K ﹤0.01%
30
1386
$2.85K ﹤0.01%
241
1387
$2.83K ﹤0.01%
70
1388
$2.79K ﹤0.01%
44
-7,752
1389
$2.68K ﹤0.01%
259
-394
1390
$2.68K ﹤0.01%
+22
1391
$2.67K ﹤0.01%
261
1392
$2.64K ﹤0.01%
40
1393
$2.59K ﹤0.01%
125
1394
$2.56K ﹤0.01%
+45
1395
$2.53K ﹤0.01%
193
1396
$2.45K ﹤0.01%
78
1397
$2.43K ﹤0.01%
60
1398
$2.43K ﹤0.01%
80
-4,614
1399
$2.38K ﹤0.01%
88
1400
$2.35K ﹤0.01%
200
54 55
56
57 58