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
976
$10K ﹤0.01%
200
977
$10K ﹤0.01%
200
978
$10K ﹤0.01%
746
+153
979
$10K ﹤0.01%
1,051
-166
980
$9K ﹤0.01%
362
981
$9K ﹤0.01%
310
982
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231
983
$9K ﹤0.01%
1,914
984
$9K ﹤0.01%
133
985
$9K ﹤0.01%
334
986
$9K ﹤0.01%
222
987
$8K ﹤0.01%
246
988
$8K ﹤0.01%
167
989
$8K ﹤0.01%
145
990
$8K ﹤0.01%
341
991
$8K ﹤0.01%
463
992
$8K ﹤0.01%
1,535
993
$8K ﹤0.01%
135
994
$8K ﹤0.01%
145
995
$8K ﹤0.01%
100
996
$8K ﹤0.01%
281
997
$7K ﹤0.01%
600
998
$7K ﹤0.01%
170
999
$7K ﹤0.01%
+95
1000
$7K ﹤0.01%
5,800
38 39
40
41 42