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
1201
$13K ﹤0.01%
729
-4
1202
$13K ﹤0.01%
122
1203
$13K ﹤0.01%
696
1204
$12.9K ﹤0.01%
270
1205
$12.8K ﹤0.01%
741
1206
$12.8K ﹤0.01%
220
1207
$12.4K ﹤0.01%
+180
1208
$12.3K ﹤0.01%
2,099
1209
$12.2K ﹤0.01%
400
1210
$12.2K ﹤0.01%
100
-431
1211
$12.1K ﹤0.01%
300
1212
$12.1K ﹤0.01%
200
1213
$12.1K ﹤0.01%
199
-113
1214
$12K ﹤0.01%
584
-1
1215
$12K ﹤0.01%
+730
1216
$11.9K ﹤0.01%
415
1217
$11.9K ﹤0.01%
2,215
-1
1218
$11.9K ﹤0.01%
189
1219
$11.9K ﹤0.01%
95
1220
$11.8K ﹤0.01%
465
1221
$11.7K ﹤0.01%
+55
1222
$11.6K ﹤0.01%
1,049
1223
$11.6K ﹤0.01%
317
1224
$11.6K ﹤0.01%
173
-19
1225
$11.5K ﹤0.01%
165
+65