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
1176
$1K ﹤0.01%
29
1177
$1K ﹤0.01%
7
1178
$1K ﹤0.01%
+30
1179
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25
1180
$1K ﹤0.01%
67
1181
$1K ﹤0.01%
+147
1182
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71
1183
$1K ﹤0.01%
16
1184
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20
-38
1185
$0 ﹤0.01%
47
1186
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0
1187
– –
-628
1188
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1189
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-1,953
1190
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-2
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-5
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1194
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1195
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1196
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-54
1197
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1198
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-20
1199
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-6
1200
– –
-13
46 47
48
49 50