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
1451
$2.06K ﹤0.01%
105
+55
1452
$2.04K ﹤0.01%
68
1453
$2.04K ﹤0.01%
25
-50
1454
$2.03K ﹤0.01%
+87
1455
$2.02K ﹤0.01%
290
1456
$2K ﹤0.01%
+59
1457
$2K ﹤0.01%
80
1458
$1.92K ﹤0.01%
213
1459
$1.89K ﹤0.01%
35
1460
$1.79K ﹤0.01%
20
-1
1461
$1.77K ﹤0.01%
301
1462
$1.72K ﹤0.01%
65
1463
$1.67K ﹤0.01%
100
1464
$1.67K ﹤0.01%
100
-160
1465
$1.63K ﹤0.01%
+40
1466
$1.58K ﹤0.01%
202
1467
$1.57K ﹤0.01%
19
1468
$1.57K ﹤0.01%
63
1469
$1.5K ﹤0.01%
38
1470
$1.47K ﹤0.01%
100
1471
$1.45K ﹤0.01%
52
1472
$1.42K ﹤0.01%
360
1473
$1.42K ﹤0.01%
93
-384
1474
$1.41K ﹤0.01%
59
1475
$1.4K ﹤0.01%
100
57 58
59
60 61