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
1151
$16.5K ﹤0.01%
231
1152
$16.4K ﹤0.01%
822
1153
$16.4K ﹤0.01%
792
1154
$16.3K ﹤0.01%
276
-10
1155
$16.2K ﹤0.01%
57
1156
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731
1157
$16.2K ﹤0.01%
+500
1158
$16.2K ﹤0.01%
643
1159
$16.2K ﹤0.01%
1,828
1160
$16.2K ﹤0.01%
216
-17
1161
$16.2K ﹤0.01%
1,072
1162
$16.2K ﹤0.01%
700
1163
$16.1K ﹤0.01%
850
-45
1164
$16.1K ﹤0.01%
+838
1165
$16K ﹤0.01%
227
1166
$16K ﹤0.01%
725
1167
$15.8K ﹤0.01%
201
1168
$15.7K ﹤0.01%
100
1169
$15.7K ﹤0.01%
674
1170
$15.6K ﹤0.01%
1,002
1171
$15.4K ﹤0.01%
472
1172
$15.4K ﹤0.01%
292
1173
$15.4K ﹤0.01%
107
1174
$15.3K ﹤0.01%
+22
1175
$15.2K ﹤0.01%
144