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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.1M
3
+$6.55M
4
SYF icon
Synchrony
SYF
+$6.38M
5
AMGN icon
Amgen
AMGN
+$5.79M

Top Sells

1
+$7.3M
2
+$6.62M
3
+$6.6M
4
IBM icon
IBM
IBM
+$6.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$82K ﹤0.01%
1,692
+855
627
$82K ﹤0.01%
+2,200
628
$81K ﹤0.01%
650
629
$81K ﹤0.01%
3,130
630
$81K ﹤0.01%
6,450
631
$80K ﹤0.01%
1,648
-825
632
$80K ﹤0.01%
2,364
633
$80K ﹤0.01%
2,723
-225
634
$79K ﹤0.01%
1,900
635
$79K ﹤0.01%
874
636
$79K ﹤0.01%
900
-2,700
637
$79K ﹤0.01%
1,099
638
$79K ﹤0.01%
1,586
639
$78K ﹤0.01%
61
640
$78K ﹤0.01%
5,814
641
$78K ﹤0.01%
11,578
+9,300
642
$78K ﹤0.01%
2,205
643
$78K ﹤0.01%
2,045
+1,244
644
$77K ﹤0.01%
8,588
645
$77K ﹤0.01%
3,960
646
$77K ﹤0.01%
1,245
647
$76K ﹤0.01%
910
648
$76K ﹤0.01%
1,338
649
$76K ﹤0.01%
2,273
+459
650
$73K ﹤0.01%
1,700
24 25
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