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
776
$33K ﹤0.01%
421
777
$33K ﹤0.01%
+1,600
778
$33K ﹤0.01%
1,630
779
$33K ﹤0.01%
455
780
$33K ﹤0.01%
314
-120
781
$32K ﹤0.01%
402
-195
782
$32K ﹤0.01%
1,283
783
$32K ﹤0.01%
1,028
-18,376
784
$32K ﹤0.01%
2,717
+1,080
785
$32K ﹤0.01%
863
-354
786
$32K ﹤0.01%
270
787
$32K ﹤0.01%
206
788
$32K ﹤0.01%
500
789
$31K ﹤0.01%
10
790
$31K ﹤0.01%
907
791
$31K ﹤0.01%
1,178
-105
792
$30K ﹤0.01%
338
793
$30K ﹤0.01%
997
794
$30K ﹤0.01%
2,250
795
$30K ﹤0.01%
865
-75
796
$30K ﹤0.01%
416
797
$30K ﹤0.01%
800
798
$30K ﹤0.01%
600
799
$30K ﹤0.01%
1,240
-86
800
$30K ﹤0.01%
2,000
30 31
32
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