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
1176
$15.2K ﹤0.01%
145
-142
1177
$15.2K ﹤0.01%
294
1178
$15.2K ﹤0.01%
170
1179
$14.9K ﹤0.01%
416
+100
1180
$14.9K ﹤0.01%
292
1181
$14.8K ﹤0.01%
360
1182
$14.8K ﹤0.01%
272
1183
$14.7K ﹤0.01%
345
1184
$14.5K ﹤0.01%
1,259
1185
$14.5K ﹤0.01%
41
1186
$14.1K ﹤0.01%
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1187
$14.1K ﹤0.01%
1,358
1188
$14K ﹤0.01%
544
-50
1189
$13.9K ﹤0.01%
500
1190
$13.4K ﹤0.01%
165
+1
1191
$13.3K ﹤0.01%
+581
1192
$13.3K ﹤0.01%
334
1193
$13.3K ﹤0.01%
113
1194
$13.2K ﹤0.01%
+547
1195
$13.2K ﹤0.01%
344
-43
1196
$13.1K ﹤0.01%
+549
1197
$13.1K ﹤0.01%
+525
1198
$13.1K ﹤0.01%
3,328
1199
$13.1K ﹤0.01%
+528
1200
$13K ﹤0.01%
119