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
926
$53.7K ﹤0.01%
1,000
927
$52.7K ﹤0.01%
473
928
$52.6K ﹤0.01%
1,090
+90
929
$52.5K ﹤0.01%
3,950
+320
930
$52.1K ﹤0.01%
160
931
$51.6K ﹤0.01%
800
932
$51.5K ﹤0.01%
2,359
+2,000
933
$51.1K ﹤0.01%
620
934
$50.8K ﹤0.01%
660
935
$50.7K ﹤0.01%
1,550
936
$50.4K ﹤0.01%
1,000
-295
937
$50.3K ﹤0.01%
637
938
$49.9K ﹤0.01%
2,370
939
$49.2K ﹤0.01%
250
940
$49.1K ﹤0.01%
445
-47
941
$49K ﹤0.01%
625
942
$48.9K ﹤0.01%
1,213
-469
943
$48.8K ﹤0.01%
1,556
944
$48.7K ﹤0.01%
264
-144
945
$48.5K ﹤0.01%
681
-1,935
946
$48.1K ﹤0.01%
781
947
$47.9K ﹤0.01%
1,508
948
$47.6K ﹤0.01%
441
949
$47.4K ﹤0.01%
610
950
$46K ﹤0.01%
+391
36 37
38
39 40