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
1126
$2K ﹤0.01%
150
1127
$2K ﹤0.01%
60
-38
1128
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95
1129
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40
1130
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300
1131
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105
1132
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255
1133
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45
-49
1134
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67
1135
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191
1136
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1137
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78
1138
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97
1139
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60
1140
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50
+3
1141
$1K ﹤0.01%
207
1142
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65
1143
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100
1144
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50
1145
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71
1146
$1K ﹤0.01%
265
1147
$1K ﹤0.01%
50
1148
$1K ﹤0.01%
+30
1149
$1K ﹤0.01%
44
-11
1150
$1K ﹤0.01%
13
-3
44 45
46
47 48