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
1076
$22.7K ﹤0.01%
1,526
-254
1077
$22.7K ﹤0.01%
110
1078
$22.6K ﹤0.01%
247
1079
$22.5K ﹤0.01%
308
+120
1080
$22.5K ﹤0.01%
281
1081
$22.4K ﹤0.01%
968
+168
1082
$22.3K ﹤0.01%
629
1083
$22.1K ﹤0.01%
1,428
1084
$22K ﹤0.01%
406
+210
1085
$21.9K ﹤0.01%
36
-6
1086
$21.8K ﹤0.01%
128
1087
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424
1088
$21.8K ﹤0.01%
628
1089
$21.7K ﹤0.01%
210
-163
1090
$21.5K ﹤0.01%
229
1091
$21.5K ﹤0.01%
1,272
1092
$21.5K ﹤0.01%
149
1093
$21.3K ﹤0.01%
524
1094
$20.8K ﹤0.01%
115
1095
$20.7K ﹤0.01%
439
1096
$20.7K ﹤0.01%
728
1097
$20.6K ﹤0.01%
50
1098
$20.6K ﹤0.01%
200
1099
$20.5K ﹤0.01%
380
1100
$20.5K ﹤0.01%
182
+41