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
1051
$25.7K ﹤0.01%
5,706
1052
$25.6K ﹤0.01%
1,496
1053
$25.6K ﹤0.01%
162
1054
$25.4K ﹤0.01%
433
1055
$25.4K ﹤0.01%
899
1056
$25.2K ﹤0.01%
2,698
-487
1057
$25K ﹤0.01%
295
1058
$24.9K ﹤0.01%
273
1059
$24.7K ﹤0.01%
+1,070
1060
$24.6K ﹤0.01%
74
+17
1061
$24.6K ﹤0.01%
300
1062
$24.5K ﹤0.01%
285
1063
$24.3K ﹤0.01%
287
-370
1064
$24.2K ﹤0.01%
1,490
+800
1065
$24.2K ﹤0.01%
430
1066
$24K ﹤0.01%
1,350
+100
1067
$23.9K ﹤0.01%
559
1068
$23.9K ﹤0.01%
600
1069
$23.5K ﹤0.01%
600
1070
$23.4K ﹤0.01%
2,023
1071
$23.3K ﹤0.01%
425
1072
$23.3K ﹤0.01%
554
1073
$23.2K ﹤0.01%
+210
1074
$22.9K ﹤0.01%
257
-568
1075
$22.8K ﹤0.01%
540