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
801
$29K ﹤0.01%
530
802
$29K ﹤0.01%
785
+380
803
$29K ﹤0.01%
400
-450
804
$29K ﹤0.01%
4,490
-2,180
805
$28K ﹤0.01%
387
+1
806
$28K ﹤0.01%
500
807
$28K ﹤0.01%
2,367
-727
808
$28K ﹤0.01%
425
809
$28K ﹤0.01%
949
810
$27K ﹤0.01%
1,000
811
$27K ﹤0.01%
200
812
$27K ﹤0.01%
29,668
-59,527
813
$27K ﹤0.01%
2,000
814
$27K ﹤0.01%
552
-480
815
$27K ﹤0.01%
801
+59
816
$27K ﹤0.01%
980
817
$27K ﹤0.01%
9,263
-1,381
818
$26K ﹤0.01%
94
819
$26K ﹤0.01%
+1,000
820
$26K ﹤0.01%
1,200
821
$26K ﹤0.01%
386
-275
822
$26K ﹤0.01%
560
823
$26K ﹤0.01%
638
824
$26K ﹤0.01%
1,323
-330
825
$26K ﹤0.01%
910
31 32
33
34 35