WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+3.26%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$7.59B
AUM Growth
+$118M
(+1.6%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
36.59%
Holding
1,619
New
71
Increased
382
Reduced
450
Closed
72
Top Buys
| 1 |
Constellation Energy
CEG
|
+$16.9M |
| 2 |
Tesla
TSLA
|
+$16.8M |
| 3 |
Intuitive Surgical
ISRG
|
+$11.1M |
| 4 |
Goldman Sachs
GS
|
+$11M |
| 5 |
NextEra Energy, Inc.
NEE
|
+$9.63M |
Top Sells
| 1 |
ASML
ASML
|
+$19.3M |
| 2 |
Johnson & Johnson
JNJ
|
+$17.3M |
| 3 |
Airbnb
ABNB
|
+$15.6M |
| 4 |
Advanced Micro Devices
AMD
|
+$15.3M |
| 5 |
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% |
