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
1076
$4K ﹤0.01%
190
1077
$4K ﹤0.01%
150
1078
$4K ﹤0.01%
362
1079
$3K ﹤0.01%
199
1080
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1081
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1082
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50
1083
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110
1084
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1085
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472
1086
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200
1087
$3K ﹤0.01%
157
-72
1088
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96
1089
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+13
1090
$3K ﹤0.01%
1,008
-300
1091
$3K ﹤0.01%
308
1092
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189
1093
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77
-156
1094
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34
1095
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400
1096
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55
1097
$3K ﹤0.01%
110
1098
$3K ﹤0.01%
+403
1099
$3K ﹤0.01%
100
1100
$3K ﹤0.01%
131
42 43
44
45 46