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
701
$57K ﹤0.01%
1,300
702
$57K ﹤0.01%
2,200
-2,836
703
$56K ﹤0.01%
1,312
+201
704
$56K ﹤0.01%
1,234
705
$56K ﹤0.01%
1,054
706
$55K ﹤0.01%
291
707
$55K ﹤0.01%
+1,111
708
$55K ﹤0.01%
3,005
709
$55K ﹤0.01%
1,150
710
$55K ﹤0.01%
+3,958
711
$54K ﹤0.01%
2,364
712
$54K ﹤0.01%
217
713
$53K ﹤0.01%
+354
714
$53K ﹤0.01%
854
-1,004
715
$52K ﹤0.01%
2,730
-9,075
716
$52K ﹤0.01%
2,121
-7,704
717
$52K ﹤0.01%
400
718
$51K ﹤0.01%
3,984
+20
719
$51K ﹤0.01%
1,928
-85
720
$51K ﹤0.01%
+8
721
$51K ﹤0.01%
1,180
722
$51K ﹤0.01%
+400
723
$50K ﹤0.01%
586
724
$50K ﹤0.01%
1,000
725
$49K ﹤0.01%
2,000
27 28
29
30 31