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
701
$50K ﹤0.01%
1,180
702
$50K ﹤0.01%
1,229
703
$50K ﹤0.01%
1,825
704
$50K ﹤0.01%
1,554
705
$49K ﹤0.01%
977
-285
706
$49K ﹤0.01%
5,220
-16,735
707
$49K ﹤0.01%
+2,000
708
$49K ﹤0.01%
400
709
$48K ﹤0.01%
3,964
710
$48K ﹤0.01%
1,000
-1,000
711
$48K ﹤0.01%
1,973
712
$47K ﹤0.01%
2,601
713
$47K ﹤0.01%
804
-190
714
$47K ﹤0.01%
3,203
715
$46K ﹤0.01%
+1,801
716
$46K ﹤0.01%
1,111
+549
717
$46K ﹤0.01%
2,775
+2,600
718
$46K ﹤0.01%
217
719
$46K ﹤0.01%
2,500
720
$46K ﹤0.01%
1,150
-800
721
$45K ﹤0.01%
1,250
722
$45K ﹤0.01%
907
+107
723
$45K ﹤0.01%
+600
724
$44K ﹤0.01%
3,335
-1,250
725
$44K ﹤0.01%
500
-830
27 28
29
30 31