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
776
$35K ﹤0.01%
270
777
$35K ﹤0.01%
615
778
$34K ﹤0.01%
565
+35
779
$34K ﹤0.01%
1,283
780
$34K ﹤0.01%
2,745
781
$34K ﹤0.01%
435
-22
782
$34K ﹤0.01%
2,500
783
$34K ﹤0.01%
1,347
784
$33K ﹤0.01%
3,923
-48
785
$32K ﹤0.01%
2,129
786
$32K ﹤0.01%
541
+7
787
$32K ﹤0.01%
778
-55
788
$32K ﹤0.01%
1,323
789
$32K ﹤0.01%
1,440
+25
790
$31K ﹤0.01%
190
-71
791
$31K ﹤0.01%
1,159
792
$31K ﹤0.01%
1,072
793
$31K ﹤0.01%
400
794
$31K ﹤0.01%
+6,262
795
$31K ﹤0.01%
1,045
796
$31K ﹤0.01%
280
797
$31K ﹤0.01%
590
+4
798
$31K ﹤0.01%
1,300
799
$31K ﹤0.01%
2,626
800
$31K ﹤0.01%
730
+190
30 31
32
33 34