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
801
$31K ﹤0.01%
730
+190
802
$30K ﹤0.01%
352
-50
803
$30K ﹤0.01%
908
-12,776
804
$30K ﹤0.01%
955
+20
805
$30K ﹤0.01%
772
806
$29K ﹤0.01%
711
807
$29K ﹤0.01%
1,000
808
$29K ﹤0.01%
1,144
809
$29K ﹤0.01%
922
810
$29K ﹤0.01%
82
-13
811
$29K ﹤0.01%
870
-40
812
$29K ﹤0.01%
560
813
$29K ﹤0.01%
2,000
814
$29K ﹤0.01%
440
-112
815
$29K ﹤0.01%
340
-26
816
$29K ﹤0.01%
400
817
$28K ﹤0.01%
607
+3
818
$28K ﹤0.01%
1,000
819
$28K ﹤0.01%
1,356
-150
820
$28K ﹤0.01%
332
821
$28K ﹤0.01%
600
822
$28K ﹤0.01%
1,000
823
$28K ﹤0.01%
1,500
824
$28K ﹤0.01%
500
825
$28K ﹤0.01%
925
31 32
33
34 35