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
876
$19K ﹤0.01%
208
-12
877
$18K ﹤0.01%
175
878
$18K ﹤0.01%
+2,745
879
$18K ﹤0.01%
1,625
880
$18K ﹤0.01%
1,736
+5
881
$18K ﹤0.01%
698
882
$18K ﹤0.01%
1,973
883
$18K ﹤0.01%
280
884
$18K ﹤0.01%
1,488
+1,299
885
$18K ﹤0.01%
520
-4
886
$18K ﹤0.01%
284
887
$18K ﹤0.01%
1,131
888
$17K ﹤0.01%
1,835
889
$17K ﹤0.01%
3,392
-1,637
890
$17K ﹤0.01%
+985
891
$17K ﹤0.01%
+1,125
892
$17K ﹤0.01%
2,500
893
$17K ﹤0.01%
300
894
$17K ﹤0.01%
161
895
$16K ﹤0.01%
175
896
$16K ﹤0.01%
350
897
$16K ﹤0.01%
180
898
$16K ﹤0.01%
2,214
+1,400
899
$16K ﹤0.01%
4,050
900
$16K ﹤0.01%
141
34 35
36
37 38