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
826
$27K ﹤0.01%
1,983
827
$27K ﹤0.01%
+687
828
$27K ﹤0.01%
351
+51
829
$27K ﹤0.01%
948
830
$27K ﹤0.01%
270
831
$26K ﹤0.01%
+992
832
$26K ﹤0.01%
526
833
$26K ﹤0.01%
500
834
$26K ﹤0.01%
1,250
835
$26K ﹤0.01%
500
836
$26K ﹤0.01%
810
-115
837
$25K ﹤0.01%
879
-3,488
838
$25K ﹤0.01%
900
839
$25K ﹤0.01%
570
840
$25K ﹤0.01%
715
-150
841
$25K ﹤0.01%
638
842
$25K ﹤0.01%
291
843
$25K ﹤0.01%
1,000
844
$25K ﹤0.01%
400
845
$25K ﹤0.01%
1,057
846
$25K ﹤0.01%
360
847
$24K ﹤0.01%
435
848
$24K ﹤0.01%
807
-393
849
$24K ﹤0.01%
1,028
850
$24K ﹤0.01%
150
32 33
34
35 36