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
1426
$2.91K ﹤0.01%
10
-53
1427
$2.91K ﹤0.01%
40
1428
$2.87K ﹤0.01%
75
1429
$2.76K ﹤0.01%
300
+200
1430
$2.72K ﹤0.01%
289
1431
$2.71K ﹤0.01%
25
1432
$2.71K ﹤0.01%
165
1433
$2.62K ﹤0.01%
22
1434
$2.6K ﹤0.01%
98
-212
1435
$2.56K ﹤0.01%
510
1436
$2.53K ﹤0.01%
200
1437
$2.46K ﹤0.01%
246
-980
1438
$2.45K ﹤0.01%
141
1439
$2.35K ﹤0.01%
+103
1440
$2.34K ﹤0.01%
60
1441
$2.32K ﹤0.01%
34
1442
$2.22K ﹤0.01%
1,262
1443
$2.21K ﹤0.01%
+90
1444
$2.2K ﹤0.01%
34
-103
1445
$2.2K ﹤0.01%
193
+80
1446
$2.15K ﹤0.01%
100
-500
1447
$2.13K ﹤0.01%
20
1448
$2.12K ﹤0.01%
105
1449
$2.1K ﹤0.01%
201
1450
$2.08K ﹤0.01%
36
-127
56 57
58
59 60