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
726
$45K ﹤0.01%
800
727
$45K ﹤0.01%
1,266
-88
728
$44K ﹤0.01%
3,740
-304
729
$44K ﹤0.01%
433
730
$43K ﹤0.01%
667
731
$43K ﹤0.01%
678
732
$43K ﹤0.01%
2,986
733
$43K ﹤0.01%
2,288
734
$43K ﹤0.01%
1,200
735
$43K ﹤0.01%
3,019
+10
736
$43K ﹤0.01%
1,161
737
$43K ﹤0.01%
369
738
$42K ﹤0.01%
540
-44
739
$42K ﹤0.01%
496
+1
740
$41K ﹤0.01%
1,302
741
$41K ﹤0.01%
2,167
742
$40K ﹤0.01%
+1,372
743
$40K ﹤0.01%
3,000
744
$40K ﹤0.01%
217
745
$40K ﹤0.01%
10
746
$39K ﹤0.01%
350
747
$39K ﹤0.01%
1,650
748
$39K ﹤0.01%
1,196
749
$39K ﹤0.01%
874
750
$39K ﹤0.01%
470
28 29
30
31 32