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
676
$61K ﹤0.01%
775
677
$61K ﹤0.01%
2,300
678
$61K ﹤0.01%
2,000
679
$61K ﹤0.01%
915
-149
680
$60K ﹤0.01%
2,013
-325
681
$60K ﹤0.01%
2,152
-41
682
$60K ﹤0.01%
3,005
683
$59K ﹤0.01%
2,875
684
$59K ﹤0.01%
1,500
685
$59K ﹤0.01%
2,450
686
$59K ﹤0.01%
1,000
687
$58K ﹤0.01%
494
688
$58K ﹤0.01%
3,118
689
$58K ﹤0.01%
1,210
690
$57K ﹤0.01%
7,600
-2,692
691
$56K ﹤0.01%
5,750
692
$56K ﹤0.01%
1,054
693
$55K ﹤0.01%
6,004
-1,000
694
$55K ﹤0.01%
620
695
$55K ﹤0.01%
655
696
$55K ﹤0.01%
1,345
697
$52K ﹤0.01%
+2,000
698
$52K ﹤0.01%
714
699
$51K ﹤0.01%
2,364
-672
700
$51K ﹤0.01%
4,500
-59
26 27
28
29 30