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
826
$26K ﹤0.01%
401
-161
827
$26K ﹤0.01%
400
828
$25K ﹤0.01%
1,140
-50
829
$25K ﹤0.01%
1,073
830
$25K ﹤0.01%
2,129
831
$25K ﹤0.01%
+1,500
832
$25K ﹤0.01%
2,000
833
$25K ﹤0.01%
1,000
834
$24K ﹤0.01%
415
835
$24K ﹤0.01%
458
836
$24K ﹤0.01%
270
837
$24K ﹤0.01%
208
838
$24K ﹤0.01%
540
+30
839
$23K ﹤0.01%
135
840
$23K ﹤0.01%
1,802
841
$23K ﹤0.01%
673
842
$23K ﹤0.01%
925
843
$22K ﹤0.01%
+1,792
844
$22K ﹤0.01%
582
+500
845
$22K ﹤0.01%
2,278
-100
846
$22K ﹤0.01%
200
847
$22K ﹤0.01%
1,158
+8
848
$22K ﹤0.01%
576
849
$21K ﹤0.01%
360
850
$21K ﹤0.01%
600
-750
32 33
34
35 36