WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$8.2M
3
+$4.97M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.83M
5
META icon
Meta Platforms (Facebook)
META
+$4.59M

Top Sells

1
+$6.82M
2
+$5.56M
3
+$4.82M
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
601
$92K ﹤0.01%
3,911
602
$91K ﹤0.01%
1,554
603
$91K ﹤0.01%
6,268
+5,100
604
$90K ﹤0.01%
388
605
$90K ﹤0.01%
2,935
606
$89K ﹤0.01%
1,700
607
$89K ﹤0.01%
1,532
-204
608
$88K ﹤0.01%
2,000
609
$88K ﹤0.01%
834
610
$88K ﹤0.01%
3,124
-378
611
$88K ﹤0.01%
1,150
612
$88K ﹤0.01%
8,588
613
$87K ﹤0.01%
1,125
+2
614
$86K ﹤0.01%
1,650
615
$86K ﹤0.01%
1,000
616
$85K ﹤0.01%
5,000
617
$85K ﹤0.01%
1,421
618
$85K ﹤0.01%
11,806
619
$84K ﹤0.01%
1,018
620
$84K ﹤0.01%
651
+1
621
$83K ﹤0.01%
3,606
622
$82K ﹤0.01%
5,600
623
$82K ﹤0.01%
2,450
624
$82K ﹤0.01%
1,719
+35
625
$82K ﹤0.01%
481
23 24
25
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