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
626
$77K ﹤0.01%
411
+372
627
$77K ﹤0.01%
8,588
628
$77K ﹤0.01%
1,037
629
$77K ﹤0.01%
910
630
$76K ﹤0.01%
5,206
-625
631
$76K ﹤0.01%
5,814
632
$76K ﹤0.01%
2,455
-253
633
$76K ﹤0.01%
1,650
634
$75K ﹤0.01%
61
635
$74K ﹤0.01%
6,058
636
$74K ﹤0.01%
650
637
$74K ﹤0.01%
5,600
638
$73K ﹤0.01%
1,150
639
$73K ﹤0.01%
1,586
640
$73K ﹤0.01%
1,082
641
$73K ﹤0.01%
3,390
642
$72K ﹤0.01%
1,700
643
$72K ﹤0.01%
10,520
-2,365
644
$72K ﹤0.01%
970
645
$72K ﹤0.01%
1,338
646
$71K ﹤0.01%
1,400
-500
647
$71K ﹤0.01%
1,463
648
$70K ﹤0.01%
+2,450
649
$70K ﹤0.01%
4,500
650
$70K ﹤0.01%
769
24 25
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