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
1001
$34.3K ﹤0.01%
385
+47
1002
$33.8K ﹤0.01%
150
-4
1003
$33.8K ﹤0.01%
359
-683
1004
$33.5K ﹤0.01%
1,159
1005
$33.2K ﹤0.01%
3,665
1006
$33K ﹤0.01%
198
1007
$33K ﹤0.01%
436
1008
$32.9K ﹤0.01%
488
1009
$32.7K ﹤0.01%
396
+90
1010
$32.7K ﹤0.01%
1,395
-2,500
1011
$32.4K ﹤0.01%
889
1012
$32.1K ﹤0.01%
135
1013
$32K ﹤0.01%
320
1014
$32K ﹤0.01%
284
+127
1015
$32K ﹤0.01%
1,300
1016
$31.4K ﹤0.01%
461
1017
$31.3K ﹤0.01%
1,200
-61
1018
$31.3K ﹤0.01%
546
1019
$31.3K ﹤0.01%
960
+200
1020
$31.1K ﹤0.01%
1,029
1021
$30.6K ﹤0.01%
90
1022
$30.5K ﹤0.01%
280
1023
$30.3K ﹤0.01%
262
1024
$30.2K ﹤0.01%
141
+32
1025
$29.9K ﹤0.01%
3,000
39 40
41
42 43