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
$2.35B
AUM Growth
+$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,270
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$8.39M
3
+$5.38M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.83M
5
HES
Hess
HES
+$4.62M

Top Sells

1
+$6.52M
2
+$5.4M
3
+$4.36M
4
SCTY
SolarCity Corporation
SCTY
+$4.29M
5
PEP icon
PepsiCo
PEP
+$3.91M

Sector Composition

1 Financials 11.84%
2 Healthcare 10.46%
3 Industrials 9.01%
4 Technology 8.81%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$453K 0.02%
6,009
+1,727
352
$448K 0.02%
3,689
353
$447K 0.02%
13,832
354
$446K 0.02%
+18,170
355
$442K 0.02%
7,741
356
$439K 0.02%
11,125
-435
357
$439K 0.02%
5,839
+2
358
$438K 0.02%
6,500
359
$435K 0.02%
5,291
360
$432K 0.02%
6,625
-575
361
$431K 0.02%
11,884
-1,593
362
$429K 0.02%
26,008
+60
363
$429K 0.02%
18,468
-2,653
364
$416K 0.02%
18,782
+3,748
365
$413K 0.02%
9,771
366
$411K 0.02%
11,326
-1,169
367
$410K 0.02%
18,485
+13,325
368
$409K 0.02%
27,015
+51
369
$407K 0.02%
5,752
-28,051
370
$405K 0.02%
14,205
371
$396K 0.02%
25,908
372
$395K 0.02%
2,820
+5
373
$395K 0.02%
11,483
374
$394K 0.02%
5,000
375
$388K 0.02%
3,312
-179
13 14
15
16 17