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
1226
$11.5K ﹤0.01%
246
-174
1227
$11.4K ﹤0.01%
412
1228
$11.4K ﹤0.01%
550
1229
$11.3K ﹤0.01%
329
+11
1230
$11.2K ﹤0.01%
405
+4
1231
$11.1K ﹤0.01%
432
1232
$11K ﹤0.01%
130
1233
$11K ﹤0.01%
253
1234
$10.9K ﹤0.01%
159
1235
$10.9K ﹤0.01%
1,025
-68,042
1236
$10.8K ﹤0.01%
682
+209
1237
$10.8K ﹤0.01%
638
1238
$10.8K ﹤0.01%
100
1239
$10.6K ﹤0.01%
62
1240
$10.5K ﹤0.01%
413
-66
1241
$10.4K ﹤0.01%
90
1242
$10.4K ﹤0.01%
356
1243
$10.4K ﹤0.01%
79
1244
$10.3K ﹤0.01%
140
1245
$10.3K ﹤0.01%
309
-303
1246
$10.2K ﹤0.01%
516
1247
$10.2K ﹤0.01%
112
1248
$10.1K ﹤0.01%
500
1249
$10.1K ﹤0.01%
175
1250
$10.1K ﹤0.01%
30
-18