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
776
$36K ﹤0.01%
455
777
$35K ﹤0.01%
398
+173
778
$35K ﹤0.01%
2,500
779
$35K ﹤0.01%
1,147
780
$34K ﹤0.01%
960
781
$34K ﹤0.01%
1,600
782
$34K ﹤0.01%
1,117
+120
783
$34K ﹤0.01%
400
784
$34K ﹤0.01%
167
-1,734
785
$34K ﹤0.01%
461
+60
786
$33K ﹤0.01%
415
787
$33K ﹤0.01%
402
788
$33K ﹤0.01%
2,000
789
$33K ﹤0.01%
270
790
$32K ﹤0.01%
823
+458
791
$32K ﹤0.01%
818
-10
792
$32K ﹤0.01%
863
793
$32K ﹤0.01%
800
794
$32K ﹤0.01%
4,330
795
$32K ﹤0.01%
2,550
-1,100
796
$31K ﹤0.01%
2,250
797
$31K ﹤0.01%
665
-2,220
798
$31K ﹤0.01%
1,178
799
$30K ﹤0.01%
1,283
800
$30K ﹤0.01%
+5,400
30 31
32
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