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
876
$68.7K ﹤0.01%
1,900
877
$67.9K ﹤0.01%
17,958
878
$67.7K ﹤0.01%
2,449
879
$67.7K ﹤0.01%
694
-84,414
880
$67.6K ﹤0.01%
447
881
$67.4K ﹤0.01%
500
882
$67.4K ﹤0.01%
434
883
$67.3K ﹤0.01%
1,073
-417
884
$67.2K ﹤0.01%
695
885
$67K ﹤0.01%
7,020
-19,014
886
$66.9K ﹤0.01%
359
887
$65.9K ﹤0.01%
113
888
$65.7K ﹤0.01%
1,000
889
$64.8K ﹤0.01%
602
+329
890
$64.7K ﹤0.01%
562
+1
891
$64.6K ﹤0.01%
2,031
-782
892
$64.6K ﹤0.01%
360
893
$64.6K ﹤0.01%
494
+38
894
$64.4K ﹤0.01%
610
-2,120
895
$64.3K ﹤0.01%
715
896
$64.2K ﹤0.01%
2,087
897
$63.3K ﹤0.01%
747
898
$62.5K ﹤0.01%
+800
899
$61K ﹤0.01%
342
900
$60.7K ﹤0.01%
+562
34 35
36
37 38