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
876
$17K ﹤0.01%
1,253
877
$17K ﹤0.01%
4,160
878
$17K ﹤0.01%
1,625
879
$17K ﹤0.01%
236
880
$17K ﹤0.01%
300
-1,100
881
$17K ﹤0.01%
+380
882
$16K ﹤0.01%
241
-108
883
$16K ﹤0.01%
136
884
$16K ﹤0.01%
350
885
$16K ﹤0.01%
716
886
$16K ﹤0.01%
225
-2,000
887
$16K ﹤0.01%
+1,131
888
$16K ﹤0.01%
300
889
$15K ﹤0.01%
400
890
$15K ﹤0.01%
86
891
$15K ﹤0.01%
180
892
$15K ﹤0.01%
375
893
$15K ﹤0.01%
161
894
$15K ﹤0.01%
227
895
$15K ﹤0.01%
141
896
$15K ﹤0.01%
280
-95
897
$15K ﹤0.01%
450
898
$15K ﹤0.01%
1,192
-8
899
$15K ﹤0.01%
365
900
$15K ﹤0.01%
175
34 35
36
37 38