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
1276
$8.49K ﹤0.01%
55
+20
1277
$8.47K ﹤0.01%
36
1278
$8.4K ﹤0.01%
100
-541
1279
$8.28K ﹤0.01%
200
1280
$8.18K ﹤0.01%
388
+100
1281
$8.13K ﹤0.01%
508
-184
1282
$8.11K ﹤0.01%
1,200
1283
$8.1K ﹤0.01%
2,009
1284
$8.08K ﹤0.01%
155
-155
1285
$8.08K ﹤0.01%
30
1286
$7.89K ﹤0.01%
89
-66
1287
$7.82K ﹤0.01%
357
1288
$7.82K ﹤0.01%
66
1289
$7.72K ﹤0.01%
92
1290
$7.55K ﹤0.01%
5,511
1291
$7.52K ﹤0.01%
+24
1292
$7.51K ﹤0.01%
81
1293
$7.48K ﹤0.01%
175
1294
$7.47K ﹤0.01%
200
1295
$7.41K ﹤0.01%
341
1296
$7.38K ﹤0.01%
196
1297
$7.37K ﹤0.01%
153
1298
$7.37K ﹤0.01%
653
1299
$7.25K ﹤0.01%
195
1300
$7.24K ﹤0.01%
155
50 51
52
53 54