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
1301
$7.23K ﹤0.01%
53
1302
$7.2K ﹤0.01%
150
1303
$7.17K ﹤0.01%
200
1304
$7.13K ﹤0.01%
69
1305
$7.11K ﹤0.01%
190
1306
$7.05K ﹤0.01%
222
1307
$7.04K ﹤0.01%
170
1308
$7.03K ﹤0.01%
+329
1309
$6.99K ﹤0.01%
64
1310
$6.99K ﹤0.01%
197
1311
$6.91K ﹤0.01%
51
1312
$6.87K ﹤0.01%
297
1313
$6.86K ﹤0.01%
135
+15
1314
$6.84K ﹤0.01%
88
-1,011
1315
$6.8K ﹤0.01%
+294
1316
$6.78K ﹤0.01%
98
1317
$6.73K ﹤0.01%
72
1318
$6.72K ﹤0.01%
221
1319
$6.71K ﹤0.01%
+302
1320
$6.71K ﹤0.01%
192
-22
1321
$6.66K ﹤0.01%
130
+25
1322
$6.6K ﹤0.01%
50
1323
$6.57K ﹤0.01%
253
-738
1324
$6.52K ﹤0.01%
155
1325
$6.51K ﹤0.01%
207
-1
51 52
53
54 55