WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
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
+$6.1M
2
+$5.19M
3
+$4.48M
4
AIG icon
American International
AIG
+$4.14M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.33M

Top Sells

1
+$6.45M
2
+$5.67M
3
+$4.14M
4
AMZN icon
Amazon
AMZN
+$4.02M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.77M

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%
5,029
-585
777
$33K ﹤0.01%
421
778
$33K ﹤0.01%
+1,600
779
$33K ﹤0.01%
314
-120
780
$33K ﹤0.01%
815
781
$33K ﹤0.01%
455
782
$32K ﹤0.01%
402
-195
783
$32K ﹤0.01%
1,283
784
$32K ﹤0.01%
1,028
-18,376
785
$32K ﹤0.01%
863
-354
786
$32K ﹤0.01%
270
787
$32K ﹤0.01%
206
788
$32K ﹤0.01%
500
789
$32K ﹤0.01%
2,717
+1,080
790
$31K ﹤0.01%
10
791
$31K ﹤0.01%
907
792
$31K ﹤0.01%
1,178
-105
793
$30K ﹤0.01%
338
794
$30K ﹤0.01%
997
795
$30K ﹤0.01%
2,250
796
$30K ﹤0.01%
865
-75
797
$30K ﹤0.01%
416
798
$30K ﹤0.01%
800
799
$30K ﹤0.01%
600
800
$30K ﹤0.01%
1,240
-86
30 31
32
33 34