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
901
$17K ﹤0.01%
600
902
$17K ﹤0.01%
400
903
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300
904
$17K ﹤0.01%
380
+40
905
$17K ﹤0.01%
716
906
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380
907
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908
$17K ﹤0.01%
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909
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462
+9
910
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200
+33
911
$16K ﹤0.01%
175
912
$16K ﹤0.01%
1,500
913
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69
914
$16K ﹤0.01%
1,472
+38
915
$16K ﹤0.01%
470
+20
916
$16K ﹤0.01%
100
917
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130
-51
918
$15K ﹤0.01%
1,131
919
$15K ﹤0.01%
319
-34
920
$15K ﹤0.01%
207
921
$15K ﹤0.01%
+440
922
$15K ﹤0.01%
240
923
$14K ﹤0.01%
175
924
$14K ﹤0.01%
524
925
$14K ﹤0.01%
400
35 36
37
38 39