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
1076
$4K ﹤0.01%
610
1077
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362
1078
$3K ﹤0.01%
199
1079
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82
1080
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1083
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1084
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1085
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1086
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157
-72
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1088
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+13
1089
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1,008
-300
1090
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308
1091
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400
1092
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1093
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1096
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1097
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77
-156
1098
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34
1099
$3K ﹤0.01%
55
1100
$3K ﹤0.01%
110
42 43
44
45 46