WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.59B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,619
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$16.8M
3
+$11.1M
4
GS icon
Goldman Sachs
GS
+$11M
5
NEE icon
NextEra Energy
NEE
+$9.63M

Top Sells

1
+$19.3M
2
+$17.3M
3
+$15.6M
4
AMD icon
Advanced Micro Devices
AMD
+$15.3M
5
PEP icon
PepsiCo
PEP
+$8.59M

Sector Composition

1 Technology 27.02%
2 Financials 12.56%
3 Consumer Discretionary 8.11%
4 Industrials 7.39%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$893K 0.01%
1,886
+33
402
$888K 0.01%
28,822
+6,918
403
$887K 0.01%
8,910
404
$862K 0.01%
7,999
+133
405
$852K 0.01%
9,962
+3,099
406
$850K 0.01%
20,309
+142
407
$845K 0.01%
7,191
-76
408
$843K 0.01%
13,949
-1,349
409
$827K 0.01%
6,163
+249
410
$825K 0.01%
651
+5
411
$824K 0.01%
2,045
+512
412
$819K 0.01%
32,723
-1,577
413
$814K 0.01%
3,292
414
$812K 0.01%
6,139
-15
415
$811K 0.01%
10,641
-1,605
416
$806K 0.01%
24,695
-1,081
417
$801K 0.01%
5,961
-1,673
418
$798K 0.01%
11,405
-33
419
$787K 0.01%
19,622
-4,615
420
$784K 0.01%
12,359
-283
421
$781K 0.01%
29,684
-1,466
422
$778K 0.01%
17,343
-13,047
423
$760K 0.01%
4,002
-255
424
$759K 0.01%
9,969
-2,710
425
$756K 0.01%
4,545
15 16
17
18 19