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
1001
$7K ﹤0.01%
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1002
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1003
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1004
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1005
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1006
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190
1007
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1008
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1009
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1010
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1011
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1012
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1013
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1014
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1015
$7K ﹤0.01%
105
1016
$7K ﹤0.01%
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1017
$7K ﹤0.01%
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1018
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1019
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1020
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1021
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-2
1022
$6K ﹤0.01%
190
1023
$6K ﹤0.01%
171
1024
$6K ﹤0.01%
799
1025
$6K ﹤0.01%
700