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
$2.2B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$10.1M
3
+$6.55M
4
SYF icon
Synchrony
SYF
+$6.38M
5
AMGN icon
Amgen
AMGN
+$5.79M

Top Sells

1
+$7.3M
2
+$6.62M
3
+$6.6M
4
IBM icon
IBM
IBM
+$6.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.61M

Sector Composition

1 Healthcare 12.22%
2 Financials 10.95%
3 Technology 8.96%
4 Consumer Staples 8.95%
5 Industrials 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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-719
1227
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1228
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1229
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-30,000
1230
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$0 ﹤0.01%
29
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-714
1234
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1236
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1237
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1238
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1239
$0 ﹤0.01%
3
1240
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-1,300
1241
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1242
$0 ﹤0.01%
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14
1244
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1245
$0 ﹤0.01%
48
1246
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-45
1247
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1248
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-385
1249
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1250
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-35
48 49
50
51 52