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
701
$52K ﹤0.01%
+3,626
702
$52K ﹤0.01%
938
703
$52K ﹤0.01%
3,335
704
$52K ﹤0.01%
955
705
$51K ﹤0.01%
1,022
+849
706
$51K ﹤0.01%
7,500
707
$51K ﹤0.01%
2,182
708
$51K ﹤0.01%
3,108
709
$50K ﹤0.01%
1,537
710
$50K ﹤0.01%
947
711
$50K ﹤0.01%
895
712
$50K ﹤0.01%
4,760
713
$50K ﹤0.01%
4,800
714
$49K ﹤0.01%
1,530
-75
715
$49K ﹤0.01%
2,250
716
$49K ﹤0.01%
495
717
$49K ﹤0.01%
3,983
718
$49K ﹤0.01%
3,118
719
$48K ﹤0.01%
1,028
720
$48K ﹤0.01%
217
721
$48K ﹤0.01%
358
722
$47K ﹤0.01%
2,359
-1
723
$47K ﹤0.01%
620
724
$47K ﹤0.01%
800
725
$47K ﹤0.01%
557
27 28
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