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
826
$86.5K ﹤0.01%
847
-989
827
$86.3K ﹤0.01%
1,791
-4,144
828
$85.1K ﹤0.01%
350
829
$84.8K ﹤0.01%
1,762
-141
830
$84.7K ﹤0.01%
2,500
+668
831
$84.7K ﹤0.01%
1,820
832
$84K ﹤0.01%
2,000
833
$84K ﹤0.01%
667
-283
834
$83.4K ﹤0.01%
226
835
$83K ﹤0.01%
944
+40
836
$82.2K ﹤0.01%
530
-83
837
$82K ﹤0.01%
674
+27
838
$81.7K ﹤0.01%
1,231
-21
839
$80.5K ﹤0.01%
2,000
840
$80.4K ﹤0.01%
2,223
841
$79.7K ﹤0.01%
508
842
$79.3K ﹤0.01%
6,368
-206
843
$79.1K ﹤0.01%
2,000
844
$78.7K ﹤0.01%
683
845
$78.4K ﹤0.01%
932
846
$78.4K ﹤0.01%
750
847
$78.3K ﹤0.01%
450
-101
848
$78.2K ﹤0.01%
1,088
+900
849
$78K ﹤0.01%
680
850
$77.6K ﹤0.01%
417
+92
32 33
34
35 36