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
751
$38K ﹤0.01%
3,650
+600
752
$38K ﹤0.01%
+1,147
753
$37K ﹤0.01%
400
754
$37K ﹤0.01%
757
-240
755
$37K ﹤0.01%
1,200
756
$37K ﹤0.01%
586
-120
757
$37K ﹤0.01%
29
-11
758
$37K ﹤0.01%
4,150
759
$36K ﹤0.01%
433
760
$36K ﹤0.01%
2,288
761
$36K ﹤0.01%
666
-105
762
$36K ﹤0.01%
3,842
763
$36K ﹤0.01%
955
764
$36K ﹤0.01%
1,650
765
$35K ﹤0.01%
600
+250
766
$35K ﹤0.01%
828
-532
767
$35K ﹤0.01%
2,112
+1,000
768
$35K ﹤0.01%
630
-608
769
$35K ﹤0.01%
2,000
770
$35K ﹤0.01%
388
771
$35K ﹤0.01%
1,197
772
$34K ﹤0.01%
2,500
-1,000
773
$33K ﹤0.01%
580
-178
774
$33K ﹤0.01%
5,029
-585
775
$33K ﹤0.01%
960
29 30
31
32 33