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
1001
$7K ﹤0.01%
105
1002
$7K ﹤0.01%
275
1003
$7K ﹤0.01%
200
1004
$7K ﹤0.01%
88
1005
$7K ﹤0.01%
1,003
1006
$7K ﹤0.01%
190
1007
$7K ﹤0.01%
115
1008
$7K ﹤0.01%
129
1009
$7K ﹤0.01%
600
1010
$7K ﹤0.01%
170
1011
$7K ﹤0.01%
+95
1012
$7K ﹤0.01%
5,800
1013
$7K ﹤0.01%
+175
1014
$7K ﹤0.01%
505
1015
$7K ﹤0.01%
328
1016
$7K ﹤0.01%
+300
1017
$7K ﹤0.01%
89
1018
$6K ﹤0.01%
799
1019
$6K ﹤0.01%
250
1020
$6K ﹤0.01%
385
1021
$6K ﹤0.01%
700
1022
$6K ﹤0.01%
300
1023
$6K ﹤0.01%
480
-1,895
1024
$6K ﹤0.01%
240
1025
$6K ﹤0.01%
+235