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
801
$30K ﹤0.01%
352
-50
802
$30K ﹤0.01%
908
-12,776
803
$30K ﹤0.01%
955
+20
804
$30K ﹤0.01%
772
805
$29K ﹤0.01%
922
806
$29K ﹤0.01%
82
-13
807
$29K ﹤0.01%
870
-40
808
$29K ﹤0.01%
560
809
$29K ﹤0.01%
2,000
810
$29K ﹤0.01%
440
-112
811
$29K ﹤0.01%
711
812
$29K ﹤0.01%
1,000
813
$29K ﹤0.01%
1,144
814
$29K ﹤0.01%
340
-26
815
$29K ﹤0.01%
400
816
$28K ﹤0.01%
1,000
817
$28K ﹤0.01%
1,356
-150
818
$28K ﹤0.01%
332
819
$28K ﹤0.01%
600
820
$28K ﹤0.01%
1,000
821
$28K ﹤0.01%
1,500
822
$28K ﹤0.01%
925
823
$28K ﹤0.01%
500
824
$28K ﹤0.01%
607
+3
825
$27K ﹤0.01%
1,000
31 32
33
34 35