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
1401
$2.31K ﹤0.01%
22
1402
$2.28K ﹤0.01%
105
1403
$2.25K ﹤0.01%
19
-16
1404
$2.24K ﹤0.01%
213
1405
$2.21K ﹤0.01%
60
-71
1406
$2.2K ﹤0.01%
15
1407
$2.2K ﹤0.01%
20
1408
$2.12K ﹤0.01%
65
1409
$2.1K ﹤0.01%
500
1410
$2.06K ﹤0.01%
+23
1411
$1.97K ﹤0.01%
129
-302
1412
$1.96K ﹤0.01%
35
1413
$1.95K ﹤0.01%
25
1414
$1.95K ﹤0.01%
202
1415
$1.91K ﹤0.01%
+142
1416
$1.89K ﹤0.01%
106
1417
$1.88K ﹤0.01%
34
1418
$1.86K ﹤0.01%
187
1419
$1.84K ﹤0.01%
64
1420
$1.83K ﹤0.01%
371
-25
1421
$1.79K ﹤0.01%
24
1422
$1.75K ﹤0.01%
17
-17
1423
$1.66K ﹤0.01%
5
1424
$1.63K ﹤0.01%
105
1425
$1.61K ﹤0.01%
100
55 56
57
58 59