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
851
$77.6K ﹤0.01%
2,000
852
$77.2K ﹤0.01%
3,810
-250
853
$76.9K ﹤0.01%
15,978
854
$76.4K ﹤0.01%
1,000
855
$76.1K ﹤0.01%
2,410
856
$76K ﹤0.01%
7,920
-140
857
$75.8K ﹤0.01%
3,344
858
$75.8K ﹤0.01%
+1,175
859
$75.7K ﹤0.01%
8,588
860
$75.2K ﹤0.01%
333
861
$73.9K ﹤0.01%
1,328
-11,328
862
$73.2K ﹤0.01%
271
863
$73.1K ﹤0.01%
764
-240
864
$72.7K ﹤0.01%
753
+738
865
$72.6K ﹤0.01%
221
866
$72.5K ﹤0.01%
3,081
867
$72.4K ﹤0.01%
2,625
868
$72K ﹤0.01%
798
869
$71.7K ﹤0.01%
1,550
870
$70.6K ﹤0.01%
2,638
871
$70.4K ﹤0.01%
500
872
$70.3K ﹤0.01%
850
873
$70.3K ﹤0.01%
1,831
-1,453
874
$68.9K ﹤0.01%
1,931
-140
875
$68.8K ﹤0.01%
6,852
33 34
35
36 37