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
1451
$1K ﹤0.01%
23
-150
1452
$999 ﹤0.01%
18
-18
1453
$967 ﹤0.01%
15
1454
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49
1455
$917 ﹤0.01%
421
1456
$894 ﹤0.01%
152
1457
$878 ﹤0.01%
50
1458
$867 ﹤0.01%
300
1459
$848 ﹤0.01%
100
1460
$847 ﹤0.01%
117
1461
$809 ﹤0.01%
+11
1462
$777 ﹤0.01%
40
1463
$774 ﹤0.01%
20
1464
$756 ﹤0.01%
58
1465
$699 ﹤0.01%
196
1466
$682 ﹤0.01%
149
1467
$662 ﹤0.01%
14
1468
$648 ﹤0.01%
30
1469
$566 ﹤0.01%
19
-19
1470
$564 ﹤0.01%
94
-94
1471
$541 ﹤0.01%
19
1472
$518 ﹤0.01%
1,011
1473
$477 ﹤0.01%
2
1474
$462 ﹤0.01%
10
1475
$445 ﹤0.01%
38
57 58
59
60 61