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
1426
$1.61K ﹤0.01%
62
1427
$1.59K ﹤0.01%
72
1428
$1.58K ﹤0.01%
43
1429
$1.53K ﹤0.01%
40
1430
$1.52K ﹤0.01%
52
1431
$1.52K ﹤0.01%
19
1432
$1.5K ﹤0.01%
262
1433
$1.49K ﹤0.01%
5
-5
1434
$1.46K ﹤0.01%
160
1435
$1.37K ﹤0.01%
100
1436
$1.34K ﹤0.01%
55
1437
$1.33K ﹤0.01%
63
1438
$1.31K ﹤0.01%
23
1439
$1.28K ﹤0.01%
+673
1440
$1.28K ﹤0.01%
100
1441
$1.27K ﹤0.01%
+83
1442
$1.25K ﹤0.01%
44
-46
1443
$1.23K ﹤0.01%
17
1444
$1.16K ﹤0.01%
56
1445
$1.14K ﹤0.01%
36
-100
1446
$1.11K ﹤0.01%
77
1447
$1.1K ﹤0.01%
37
1448
$1.09K ﹤0.01%
12
1449
$1.05K ﹤0.01%
93
1450
$1.04K ﹤0.01%
35
56 57
58
59 60