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
726
$43K ﹤0.01%
+3,410
727
$43K ﹤0.01%
2,130
-1,700
728
$43K ﹤0.01%
4,200
729
$43K ﹤0.01%
+4,330
730
$42K ﹤0.01%
895
731
$42K ﹤0.01%
2,500
732
$42K ﹤0.01%
+940
733
$42K ﹤0.01%
1,125
734
$42K ﹤0.01%
945
735
$42K ﹤0.01%
837
736
$41K ﹤0.01%
719
+246
737
$41K ﹤0.01%
350
-120
738
$41K ﹤0.01%
1,227
-1,174
739
$41K ﹤0.01%
+794
740
$40K ﹤0.01%
2,000
+1,000
741
$40K ﹤0.01%
291
742
$40K ﹤0.01%
390
-205
743
$39K ﹤0.01%
2,000
744
$39K ﹤0.01%
1,000
745
$39K ﹤0.01%
320
746
$39K ﹤0.01%
2,450
747
$38K ﹤0.01%
+1,750
748
$38K ﹤0.01%
500
-1,850
749
$38K ﹤0.01%
1,000
750
$38K ﹤0.01%
360
28 29
30
31 32