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
976
$38.3K ﹤0.01%
+4,717
977
$38.3K ﹤0.01%
785
978
$38.2K ﹤0.01%
890
979
$38.2K ﹤0.01%
289
980
$38.2K ﹤0.01%
346
-50
981
$38.1K ﹤0.01%
600
982
$38.1K ﹤0.01%
328
983
$37.8K ﹤0.01%
212
+82
984
$37.7K ﹤0.01%
356
985
$37.6K ﹤0.01%
444
986
$37.4K ﹤0.01%
305
+69
987
$37.4K ﹤0.01%
405
988
$36.9K ﹤0.01%
230
989
$36.7K ﹤0.01%
2,890
-1,044
990
$36.7K ﹤0.01%
999
991
$36.6K ﹤0.01%
321
992
$36.5K ﹤0.01%
424
-53
993
$36.3K ﹤0.01%
532
994
$36.1K ﹤0.01%
1,500
995
$35.6K ﹤0.01%
336
996
$35.2K ﹤0.01%
635
-120
997
$34.9K ﹤0.01%
2,625
998
$34.7K ﹤0.01%
1,026
+142
999
$34.6K ﹤0.01%
284
+26
1000
$34.4K ﹤0.01%
190
+43
38 39
40
41 42