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
951
$12K ﹤0.01%
150
-77
952
$12K ﹤0.01%
521
953
$11K ﹤0.01%
+240
954
$11K ﹤0.01%
200
955
$11K ﹤0.01%
360
956
$11K ﹤0.01%
1,650
957
$11K ﹤0.01%
128
-2,409
958
$11K ﹤0.01%
425
959
$11K ﹤0.01%
5,300
-1,600
960
$11K ﹤0.01%
1,000
961
$11K ﹤0.01%
+650
962
$11K ﹤0.01%
957
963
$11K ﹤0.01%
464
964
$10K ﹤0.01%
135
-39
965
$10K ﹤0.01%
241
966
$10K ﹤0.01%
200
-50
967
$10K ﹤0.01%
150
968
$10K ﹤0.01%
547
969
$10K ﹤0.01%
250
970
$10K ﹤0.01%
+431
971
$10K ﹤0.01%
334
972
$10K ﹤0.01%
200
973
$10K ﹤0.01%
200
974
$10K ﹤0.01%
746
+153
975
$10K ﹤0.01%
1,051
-166
37 38
39
40 41