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
1051
$5K ﹤0.01%
101
1052
$5K ﹤0.01%
100
1053
$5K ﹤0.01%
100
1054
$5K ﹤0.01%
230
1055
$5K ﹤0.01%
68
1056
$5K ﹤0.01%
70
1057
$5K ﹤0.01%
241
1058
$5K ﹤0.01%
190
1059
$5K ﹤0.01%
100
1060
$4K ﹤0.01%
110
1061
$4K ﹤0.01%
1,052
1062
$4K ﹤0.01%
100
1063
$4K ﹤0.01%
100
1064
$4K ﹤0.01%
84
1065
$4K ﹤0.01%
100
1066
$4K ﹤0.01%
200
-272
1067
$4K ﹤0.01%
260
1068
$4K ﹤0.01%
200
1069
$4K ﹤0.01%
570
-2,000
1070
$4K ﹤0.01%
141
1071
$4K ﹤0.01%
93
1072
$4K ﹤0.01%
70
1073
$4K ﹤0.01%
305
1074
$4K ﹤0.01%
1,111
1075
$4K ﹤0.01%
610