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