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
1401
$3.99K ﹤0.01%
262
1402
$3.97K ﹤0.01%
417
+46
1403
$3.88K ﹤0.01%
224
1404
$3.8K ﹤0.01%
75
+60
1405
$3.79K ﹤0.01%
+178
1406
$3.72K ﹤0.01%
55
1407
$3.71K ﹤0.01%
35
1408
$3.68K ﹤0.01%
808
1409
$3.67K ﹤0.01%
261
1410
$3.56K ﹤0.01%
158
-133
1411
$3.53K ﹤0.01%
110
1412
$3.49K ﹤0.01%
100
1413
$3.43K ﹤0.01%
15
1414
$3.42K ﹤0.01%
78
1415
$3.39K ﹤0.01%
199
1416
$3.36K ﹤0.01%
421
1417
$3.33K ﹤0.01%
100
1418
$3.29K ﹤0.01%
75
-225
1419
$3.26K ﹤0.01%
50
1420
$3.23K ﹤0.01%
+60
1421
$3.18K ﹤0.01%
34
-195
1422
$3.09K ﹤0.01%
88
1423
$3.06K ﹤0.01%
70
1424
$3.02K ﹤0.01%
30
1425
$2.92K ﹤0.01%
67
+40
55 56
57
58 59