WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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 9.02%
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%
462
+9
902
$17K ﹤0.01%
200
+33
903
$17K ﹤0.01%
600
904
$17K ﹤0.01%
400
905
$17K ﹤0.01%
300
906
$17K ﹤0.01%
380
+40
907
$17K ﹤0.01%
716
908
$17K ﹤0.01%
380
909
$17K ﹤0.01%
310
910
$17K ﹤0.01%
141
911
$16K ﹤0.01%
100
912
$16K ﹤0.01%
130
-51
913
$16K ﹤0.01%
175
914
$16K ﹤0.01%
1,500
915
$16K ﹤0.01%
69
916
$16K ﹤0.01%
1,472
+38
917
$16K ﹤0.01%
470
+20
918
$15K ﹤0.01%
+440
919
$15K ﹤0.01%
240
920
$15K ﹤0.01%
1,131
921
$15K ﹤0.01%
319
-34
922
$15K ﹤0.01%
207
923
$14K ﹤0.01%
175
924
$14K ﹤0.01%
524
925
$14K ﹤0.01%
400
35 36
37
38 39