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
1376
$4.58K ﹤0.01%
314
-132
1377
$4.54K ﹤0.01%
+80
1378
$4.51K ﹤0.01%
61
-30
1379
$4.47K ﹤0.01%
22
-118
1380
$4.42K ﹤0.01%
1,999
1381
$4.37K ﹤0.01%
157
1382
$4.37K ﹤0.01%
63
1383
$4.36K ﹤0.01%
340
1384
$4.33K ﹤0.01%
200
1385
$4.32K ﹤0.01%
+186
1386
$4.29K ﹤0.01%
159
1387
$4.28K ﹤0.01%
234
1388
$4.26K ﹤0.01%
30
1389
$4.18K ﹤0.01%
+170
1390
$4.17K ﹤0.01%
241
1391
$4.14K ﹤0.01%
115
1392
$4.13K ﹤0.01%
67
1393
$4.12K ﹤0.01%
458
1394
$4.09K ﹤0.01%
505
1395
$4.09K ﹤0.01%
50
-1,069
1396
$4.07K ﹤0.01%
272
1397
$4.06K ﹤0.01%
307
1398
$4.06K ﹤0.01%
193
1399
$4.05K ﹤0.01%
322
-282
1400
$4.01K ﹤0.01%
283
54 55
56
57 58