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
851
$21K ﹤0.01%
300
852
$21K ﹤0.01%
+350
853
$20K ﹤0.01%
+1,000
854
$20K ﹤0.01%
660
855
$20K ﹤0.01%
488
856
$20K ﹤0.01%
427
857
$20K ﹤0.01%
2,226
-420
858
$20K ﹤0.01%
1,517
+500
859
$20K ﹤0.01%
400
-204
860
$20K ﹤0.01%
235
861
$19K ﹤0.01%
4,050
862
$19K ﹤0.01%
150
863
$19K ﹤0.01%
450
-120
864
$18K ﹤0.01%
175
865
$18K ﹤0.01%
1,000
866
$18K ﹤0.01%
1,140
+40
867
$18K ﹤0.01%
280
868
$18K ﹤0.01%
1,000
869
$18K ﹤0.01%
1,731
870
$18K ﹤0.01%
2,500
871
$17K ﹤0.01%
1,855
-495
872
$17K ﹤0.01%
800
873
$17K ﹤0.01%
524
-244
874
$17K ﹤0.01%
284
875
$17K ﹤0.01%
698
-315
33 34
35
36 37