Portfolio (Quarterly)
Guide ↗
WHI TRUST Co LLC
· CIK 0002013902| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WY | WEYERHAEUSER CO | Real Estate | 473 | $12K | 0.01% | SOLD |
| 22 | TDG | TRANSDIGM GROUP | Industrials | 9 | $10K | 0.01% | SOLD |
| 23 | MELI | MERCADOLIBRE INC COM USD0.001 | Consumer Cyclical | 5 | $9K | 0.01% | SOLD |
| 24 | BX | BLACKSTONE INC | Financial Services | 70 | $8K | 0.01% | SOLD |
| 25 | CMG | CHIPOTLE MEXICAN GRILL, INC | Consumer Cyclical | 200 | $6K | 0.01% | SOLD |
| 26 | NFLX | NETFLIX, INC | Communication Services | 50 | $5K | 0.00% | SOLD |
| 27 | KMB | KIMBERLY CLARK | Consumer Defensive | 36 | $3K | 0.00% | SOLD |
| 28 | OGN | ORGANON & CO | Healthcare | 159 | $952.0 | 0.00% | SOLD |
| 29 | — | GABELLI EQUITY TR INC | — | 2,690 | $19.0 | — | SOLD |
Sector Allocation
Technology
37.0%
Financial Services
25.9%
Industrials
11.1%
Healthcare
9.3%
Consumer Cyclical
7.7%
Communication Services
3.6%
Basic Materials
3.2%
Energy
1.1%
Real Estate
0.7%
Consumer Defensive
0.3%