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
576
$105K ﹤0.01%
2,152
577
$104K ﹤0.01%
5,200
578
$103K ﹤0.01%
5,700
579
$103K ﹤0.01%
980
580
$103K ﹤0.01%
1,523
581
$103K ﹤0.01%
8,169
+45
582
$102K ﹤0.01%
+1,752
583
$102K ﹤0.01%
9,018
584
$102K ﹤0.01%
4,704
585
$102K ﹤0.01%
6,602
-3,371
586
$102K ﹤0.01%
1,851
+1,275
587
$101K ﹤0.01%
5,000
588
$101K ﹤0.01%
5,117
589
$100K ﹤0.01%
1,245
590
$98K ﹤0.01%
934
-698
591
$98K ﹤0.01%
537
+67
592
$97K ﹤0.01%
10,620
593
$96K ﹤0.01%
1,892
594
$96K ﹤0.01%
2,782
595
$96K ﹤0.01%
4,800
+1,000
596
$95K ﹤0.01%
5,000
597
$95K ﹤0.01%
910
598
$94K ﹤0.01%
1,028
599
$94K ﹤0.01%
2,400
600
$92K ﹤0.01%
1,723
+34
22 23
24
25 26