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
776
– –
0
777
$35K ﹤0.01%
270
778
$35K ﹤0.01%
615
779
$34K ﹤0.01%
565
+35
780
$34K ﹤0.01%
1,283
781
$34K ﹤0.01%
2,745
782
$34K ﹤0.01%
435
-22
783
$34K ﹤0.01%
2,500
784
$34K ﹤0.01%
1,347
785
$33K ﹤0.01%
3,923
-48
786
$32K ﹤0.01%
2,129
787
$32K ﹤0.01%
1,261
788
$32K ﹤0.01%
541
+7
789
$32K ﹤0.01%
1,440
+25
790
$32K ﹤0.01%
778
-55
791
$31K ﹤0.01%
190
-71
792
$31K ﹤0.01%
1,159
793
$31K ﹤0.01%
1,072
794
$31K ﹤0.01%
400
795
$31K ﹤0.01%
+6,262
796
$31K ﹤0.01%
1,045
797
$31K ﹤0.01%
280
798
$31K ﹤0.01%
590
+4
799
$31K ﹤0.01%
1,300
800
$31K ﹤0.01%
2,626
30 31
32
33 34