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
701
$163K ﹤0.01%
1,000
702
$163K ﹤0.01%
1,380
703
$162K ﹤0.01%
2,184
704
$161K ﹤0.01%
6,254
705
$160K ﹤0.01%
2,620
706
$160K ﹤0.01%
3,654
-68
707
$157K ﹤0.01%
3,916
-2
708
$156K ﹤0.01%
2,000
709
$156K ﹤0.01%
+3,000
710
$155K ﹤0.01%
417
711
$155K ﹤0.01%
1,396
+1,100
712
$151K ﹤0.01%
2,230
713
$150K ﹤0.01%
7,144
-4,423
714
$149K ﹤0.01%
2,955
+170
715
$147K ﹤0.01%
1,260
716
$145K ﹤0.01%
1,012
-67
717
$143K ﹤0.01%
2,000
718
$142K ﹤0.01%
2,949
+51
719
$142K ﹤0.01%
2,508
720
$141K ﹤0.01%
+5,814
721
$140K ﹤0.01%
+3,075
722
$140K ﹤0.01%
1,647
-151
723
$137K ﹤0.01%
2,027
-115
724
$136K ﹤0.01%
2,141
725
$136K ﹤0.01%
16,009
27 28
29
30 31