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
951
$12K ﹤0.01%
+573
952
$12K ﹤0.01%
1,750
953
$12K ﹤0.01%
2,364
-1
954
$11K ﹤0.01%
+240
955
$11K ﹤0.01%
200
956
$11K ﹤0.01%
360
957
$11K ﹤0.01%
957
958
$11K ﹤0.01%
1,650
959
$11K ﹤0.01%
128
-2,409
960
$11K ﹤0.01%
425
961
$11K ﹤0.01%
5,300
-1,600
962
$11K ﹤0.01%
1,000
963
$11K ﹤0.01%
+650
964
$11K ﹤0.01%
464
965
$10K ﹤0.01%
250
966
$10K ﹤0.01%
+431
967
$10K ﹤0.01%
334
968
$10K ﹤0.01%
135
-57
969
$10K ﹤0.01%
135
-39
970
$10K ﹤0.01%
241
971
$10K ﹤0.01%
200
-50
972
$10K ﹤0.01%
150
973
$10K ﹤0.01%
547
974
$10K ﹤0.01%
150
975
$10K ﹤0.01%
200
37 38
39
40 41