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
626
$80K ﹤0.01%
3,960
627
$80K ﹤0.01%
2,108
+37
628
$80K ﹤0.01%
451
629
$80K ﹤0.01%
2,292
630
$79K ﹤0.01%
1,586
631
$79K ﹤0.01%
+850
632
$78K ﹤0.01%
7,000
633
$78K ﹤0.01%
1,332
+156
634
$78K ﹤0.01%
3,226
-3,082
635
$77K ﹤0.01%
1,037
636
$76K ﹤0.01%
1,801
637
$76K ﹤0.01%
1,972
-73
638
$73K ﹤0.01%
861
+31
639
$73K ﹤0.01%
1,099
640
$73K ﹤0.01%
1,400
641
$72K ﹤0.01%
1,234
642
$72K ﹤0.01%
+650
643
$72K ﹤0.01%
1,500
644
$72K ﹤0.01%
5,814
645
$72K ﹤0.01%
2,000
646
$71K ﹤0.01%
696
+516
647
$71K ﹤0.01%
899
-16
648
$71K ﹤0.01%
3,958
649
$70K ﹤0.01%
1,125
650
$70K ﹤0.01%
1,145
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