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
826
$27K ﹤0.01%
1,000
827
$27K ﹤0.01%
1,983
828
$27K ﹤0.01%
+687
829
$27K ﹤0.01%
351
+51
830
$27K ﹤0.01%
948
831
$27K ﹤0.01%
270
832
$26K ﹤0.01%
+992
833
$26K ﹤0.01%
526
834
$26K ﹤0.01%
500
835
$26K ﹤0.01%
1,250
836
$26K ﹤0.01%
500
837
$26K ﹤0.01%
810
-115
838
$25K ﹤0.01%
879
-3,488
839
$25K ﹤0.01%
900
840
$25K ﹤0.01%
570
841
$25K ﹤0.01%
715
-150
842
$25K ﹤0.01%
1,057
843
$25K ﹤0.01%
360
844
$25K ﹤0.01%
638
845
$25K ﹤0.01%
291
846
$25K ﹤0.01%
400
847
$25K ﹤0.01%
1,000
848
$24K ﹤0.01%
596
+5
849
$24K ﹤0.01%
435
850
$24K ﹤0.01%
807
-393
32 33
34
35 36