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
851
$24K ﹤0.01%
800
852
$24K ﹤0.01%
596
+5
853
$24K ﹤0.01%
+1,569
854
$24K ﹤0.01%
346
-1,454
855
$23K ﹤0.01%
415
856
$23K ﹤0.01%
400
857
$23K ﹤0.01%
400
858
$23K ﹤0.01%
1,416
859
$23K ﹤0.01%
474
+47
860
$23K ﹤0.01%
375
861
$23K ﹤0.01%
1,802
862
$23K ﹤0.01%
2,924
863
$22K ﹤0.01%
458
864
$22K ﹤0.01%
488
865
$22K ﹤0.01%
910
866
$22K ﹤0.01%
2,100
867
$22K ﹤0.01%
284
868
$22K ﹤0.01%
300
869
$22K ﹤0.01%
383
-57
870
$22K ﹤0.01%
1,006
871
$22K ﹤0.01%
710
-500
872
$22K ﹤0.01%
436
873
$21K ﹤0.01%
525
-150
874
$21K ﹤0.01%
1,000
875
$21K ﹤0.01%
1,000
-19
33 34
35
36 37