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
901
$18K ﹤0.01%
1,000
902
$17K ﹤0.01%
600
903
$17K ﹤0.01%
400
904
$17K ﹤0.01%
462
+9
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%
200
+33
911
$17K ﹤0.01%
141
912
$16K ﹤0.01%
175
913
$16K ﹤0.01%
1,500
914
$16K ﹤0.01%
69
915
$16K ﹤0.01%
1,472
+38
916
$16K ﹤0.01%
470
+20
917
$16K ﹤0.01%
100
918
$16K ﹤0.01%
130
-51
919
$15K ﹤0.01%
+440
920
$15K ﹤0.01%
240
921
$15K ﹤0.01%
1,131
922
$15K ﹤0.01%
319
-34
923
$15K ﹤0.01%
207
924
$14K ﹤0.01%
175
925
$14K ﹤0.01%
524
35 36
37
38 39