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
1326
$6.48K ﹤0.01%
655
1327
$6.47K ﹤0.01%
50
1328
$6.47K ﹤0.01%
119
-49
1329
$6.46K ﹤0.01%
16
1330
$6.43K ﹤0.01%
1,036
-1,290
1331
$6.38K ﹤0.01%
142
+106
1332
$6.29K ﹤0.01%
+271
1333
$6.23K ﹤0.01%
35
+16
1334
$6.17K ﹤0.01%
242
-242
1335
$6.16K ﹤0.01%
150
1336
$6.15K ﹤0.01%
+93
1337
$6.11K ﹤0.01%
306
1338
$6.06K ﹤0.01%
86
1339
$6.05K ﹤0.01%
25
1340
$6.03K ﹤0.01%
127
1341
$5.99K ﹤0.01%
333
1342
$5.99K ﹤0.01%
175
1343
$5.97K ﹤0.01%
+155
1344
$5.94K ﹤0.01%
29
1345
$5.92K ﹤0.01%
52
1346
$5.92K ﹤0.01%
+144
1347
$5.9K ﹤0.01%
117
-118
1348
$5.82K ﹤0.01%
+27
1349
$5.8K ﹤0.01%
584
1350
$5.76K ﹤0.01%
312
52 53
54
55 56