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
701
$52K ﹤0.01%
938
702
$52K ﹤0.01%
3,335
703
$52K ﹤0.01%
955
704
$51K ﹤0.01%
2,182
705
$51K ﹤0.01%
3,108
706
$51K ﹤0.01%
2,044
+1,698
707
$51K ﹤0.01%
7,500
708
$50K ﹤0.01%
895
709
$50K ﹤0.01%
947
710
$50K ﹤0.01%
4,760
711
$50K ﹤0.01%
4,800
712
$50K ﹤0.01%
1,537
713
$49K ﹤0.01%
1,530
-75
714
$49K ﹤0.01%
495
715
$49K ﹤0.01%
3,983
716
$49K ﹤0.01%
3,118
717
$49K ﹤0.01%
2,250
718
$48K ﹤0.01%
1,028
719
$48K ﹤0.01%
217
720
$48K ﹤0.01%
358
721
$47K ﹤0.01%
2,359
-1
722
$47K ﹤0.01%
620
723
$47K ﹤0.01%
800
724
$47K ﹤0.01%
557
725
$46K ﹤0.01%
300
27 28
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