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
951
$11K ﹤0.01%
393
-834
952
$11K ﹤0.01%
1,215
953
$11K ﹤0.01%
+254
954
$11K ﹤0.01%
211
955
$11K ﹤0.01%
14,037
-15,631
956
$11K ﹤0.01%
136
957
$10K ﹤0.01%
200
958
$10K ﹤0.01%
1,030
959
$10K ﹤0.01%
219
960
$10K ﹤0.01%
240
961
$10K ﹤0.01%
3,651
-5,612
962
$10K ﹤0.01%
180
963
$10K ﹤0.01%
+230
964
$10K ﹤0.01%
115
965
$10K ﹤0.01%
458
966
$10K ﹤0.01%
1,768
967
$10K ﹤0.01%
453
-45
968
$9K ﹤0.01%
231
969
$9K ﹤0.01%
+306
970
$9K ﹤0.01%
145
971
$9K ﹤0.01%
233
972
$9K ﹤0.01%
1,017
-500
973
$9K ﹤0.01%
177
974
$9K ﹤0.01%
190
975
$9K ﹤0.01%
118
37 38
39
40 41