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
$2.06B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,291
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.55M
3
+$4.68M
4
AIG icon
American International
AIG
+$4.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.52M

Top Sells

1
+$6.45M
2
+$5.91M
3
+$3.99M
4
INTC icon
Intel
INTC
+$3.98M
5
AMZN icon
Amazon
AMZN
+$3.97M

Sector Composition

1 Healthcare 11.2%
2 Financials 10.68%
3 Industrials 9.31%
4 Consumer Staples 9.29%
5 Technology 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$90K ﹤0.01%
2,400
602
$90K ﹤0.01%
21,371
+20,000
603
$90K ﹤0.01%
2,980
+880
604
$89K ﹤0.01%
4,805
+101
605
$88K ﹤0.01%
8,650
+1,650
606
$87K ﹤0.01%
1,800
607
$85K ﹤0.01%
2,948
608
$85K ﹤0.01%
1,146
609
$84K ﹤0.01%
1,099
610
$84K ﹤0.01%
970
611
$84K ﹤0.01%
2,200
+1,000
612
$83K ﹤0.01%
451
613
$82K ﹤0.01%
1,421
614
$82K ﹤0.01%
133,480
-19,000
615
$82K ﹤0.01%
3,108
616
$82K ﹤0.01%
3,300
617
$81K ﹤0.01%
874
+70
618
$81K ﹤0.01%
2,754
619
$79K ﹤0.01%
2,205
-471
620
$79K ﹤0.01%
1,245
621
$78K ﹤0.01%
1,900
622
$78K ﹤0.01%
3,130
623
$78K ﹤0.01%
1,300
624
$77K ﹤0.01%
1,537
625
$77K ﹤0.01%
3,960
23 24
25
26 27