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
901
$60.1K ﹤0.01%
325
902
$59.9K ﹤0.01%
1,100
903
$59.8K ﹤0.01%
774
904
$59.4K ﹤0.01%
969
+304
905
$59K ﹤0.01%
1,713
906
$58.5K ﹤0.01%
625
907
$58.3K ﹤0.01%
2,082
908
$57.9K ﹤0.01%
810
909
$57.9K ﹤0.01%
2,450
910
$57.8K ﹤0.01%
1,469
-5
911
$57.4K ﹤0.01%
1,560
912
$57.2K ﹤0.01%
671
+420
913
$57.2K ﹤0.01%
634
914
$57K ﹤0.01%
7,000
915
$57K ﹤0.01%
247
916
$56.3K ﹤0.01%
2,167
+140
917
$56.3K ﹤0.01%
1,533
918
$56.2K ﹤0.01%
1,105
919
$56.1K ﹤0.01%
276
920
$55.9K ﹤0.01%
267
-27
921
$55.8K ﹤0.01%
1,264
+1,052
922
$55.6K ﹤0.01%
772
+67
923
$55.6K ﹤0.01%
939
+824
924
$54.9K ﹤0.01%
1,884
-500
925
$54.9K ﹤0.01%
502
35 36
37
38 39