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
676
$62K ﹤0.01%
1,767
-101
677
$62K ﹤0.01%
+2,214
678
$61K ﹤0.01%
4,805
679
$60K ﹤0.01%
2,112
680
$60K ﹤0.01%
2,225
-129
681
$60K ﹤0.01%
3,000
682
$60K ﹤0.01%
75
683
$59K ﹤0.01%
2,723
684
$59K ﹤0.01%
1,240
-175
685
$59K ﹤0.01%
2,250
686
$58K ﹤0.01%
968
687
$56K ﹤0.01%
1,180
688
$56K ﹤0.01%
8,562
689
$56K ﹤0.01%
2,000
690
$56K ﹤0.01%
510
691
$56K ﹤0.01%
2,365
-700
692
$55K ﹤0.01%
1,790
693
$55K ﹤0.01%
5,750
694
$55K ﹤0.01%
1,054
695
$55K ﹤0.01%
1,610
696
$54K ﹤0.01%
2,000
697
$54K ﹤0.01%
400
698
$52K ﹤0.01%
+2,365
699
$52K ﹤0.01%
2,589
700
$52K ﹤0.01%
415
+15
26 27
28
29 30