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
751
$42K ﹤0.01%
557
-212
752
$41K ﹤0.01%
1,522
-2,481
753
$41K ﹤0.01%
1,470
-4,169
754
$41K ﹤0.01%
3,335
755
$41K ﹤0.01%
500
756
$40K ﹤0.01%
400
757
$40K ﹤0.01%
1,554
758
$40K ﹤0.01%
314
759
$39K ﹤0.01%
1,189
+240
760
$39K ﹤0.01%
433
761
$39K ﹤0.01%
421
762
$39K ﹤0.01%
4,860
+370
763
$39K ﹤0.01%
29
764
$39K ﹤0.01%
206
765
$38K ﹤0.01%
757
766
$38K ﹤0.01%
+2,167
767
$38K ﹤0.01%
1,200
768
$38K ﹤0.01%
1,750
-700
769
$37K ﹤0.01%
2,000
770
$36K ﹤0.01%
+2,336
771
$36K ﹤0.01%
2,112
772
$36K ﹤0.01%
300
-60
773
$36K ﹤0.01%
+688
774
$36K ﹤0.01%
955
775
$36K ﹤0.01%
1,028
29 30
31
32 33