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
851
$21K ﹤0.01%
600
-750
852
$21K ﹤0.01%
300
853
$21K ﹤0.01%
+350
854
$20K ﹤0.01%
+1,000
855
$20K ﹤0.01%
660
856
$20K ﹤0.01%
488
857
$20K ﹤0.01%
427
858
$20K ﹤0.01%
2,226
-420
859
$20K ﹤0.01%
1,517
+500
860
$20K ﹤0.01%
400
-204
861
$20K ﹤0.01%
235
862
$19K ﹤0.01%
4,050
863
$19K ﹤0.01%
150
864
$19K ﹤0.01%
450
-120
865
$18K ﹤0.01%
175
866
$18K ﹤0.01%
1,000
867
$18K ﹤0.01%
1,140
+40
868
$18K ﹤0.01%
280
869
$18K ﹤0.01%
1,000
870
$18K ﹤0.01%
1,731
871
$18K ﹤0.01%
2,500
872
$17K ﹤0.01%
1,253
873
$17K ﹤0.01%
4,160
874
$17K ﹤0.01%
1,625
875
$17K ﹤0.01%
236
33 34
35
36 37