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
876
$21K ﹤0.01%
1,000
-19
877
$21K ﹤0.01%
1,184
+444
878
$21K ﹤0.01%
594
879
$21K ﹤0.01%
400
880
$20K ﹤0.01%
1,736
881
$20K ﹤0.01%
135
882
$20K ﹤0.01%
280
883
$20K ﹤0.01%
400
884
$20K ﹤0.01%
1,186
+1,011
885
$20K ﹤0.01%
280
886
$19K ﹤0.01%
365
-54
887
$19K ﹤0.01%
254
-60
888
$18K ﹤0.01%
1,000
889
$18K ﹤0.01%
205
890
$18K ﹤0.01%
1,200
891
$18K ﹤0.01%
350
892
$18K ﹤0.01%
120
893
$18K ﹤0.01%
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894
$18K ﹤0.01%
300
895
$18K ﹤0.01%
+818
896
$18K ﹤0.01%
+300
897
$18K ﹤0.01%
600
898
$18K ﹤0.01%
425
-127
899
$18K ﹤0.01%
408
900
$18K ﹤0.01%
450
34 35
36
37 38