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
726
$46K ﹤0.01%
300
727
$45K ﹤0.01%
1,266
-88
728
$45K ﹤0.01%
800
729
$44K ﹤0.01%
3,740
-304
730
$44K ﹤0.01%
433
731
$43K ﹤0.01%
667
732
$43K ﹤0.01%
678
733
$43K ﹤0.01%
2,986
734
$43K ﹤0.01%
1,161
735
$43K ﹤0.01%
2,288
736
$43K ﹤0.01%
1,200
737
$43K ﹤0.01%
3,019
+10
738
$43K ﹤0.01%
369
739
$42K ﹤0.01%
540
-44
740
$42K ﹤0.01%
496
+1
741
$41K ﹤0.01%
1,302
742
$41K ﹤0.01%
2,167
743
$40K ﹤0.01%
+1,372
744
$40K ﹤0.01%
217
745
$40K ﹤0.01%
10
746
$40K ﹤0.01%
3,000
747
$39K ﹤0.01%
350
748
$39K ﹤0.01%
1,650
749
$39K ﹤0.01%
1,196
750
$39K ﹤0.01%
874
28 29
30
31 32