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
826
$26K ﹤0.01%
1,028
+986
827
$26K ﹤0.01%
560
828
$26K ﹤0.01%
2,264
+135
829
$26K ﹤0.01%
+925
830
$26K ﹤0.01%
2,000
-8,000
831
$26K ﹤0.01%
1,000
832
$26K ﹤0.01%
400
833
$26K ﹤0.01%
925
834
$26K ﹤0.01%
606
+30
835
$25K ﹤0.01%
458
836
$25K ﹤0.01%
1,200
837
$25K ﹤0.01%
2,367
838
$25K ﹤0.01%
540
839
$25K ﹤0.01%
1,000
840
$24K ﹤0.01%
530
841
$24K ﹤0.01%
1,514
+615
842
$24K ﹤0.01%
1,802
843
$24K ﹤0.01%
270
-118
844
$23K ﹤0.01%
360
845
$23K ﹤0.01%
300
-116
846
$23K ﹤0.01%
+332
847
$23K ﹤0.01%
1,226
+621
848
$22K ﹤0.01%
1,040
-3,650
849
$22K ﹤0.01%
200
850
$22K ﹤0.01%
1,000
32 33
34
35 36