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
901
$14K ﹤0.01%
238
902
$14K ﹤0.01%
280
903
$14K ﹤0.01%
300
904
$14K ﹤0.01%
1,500
905
$14K ﹤0.01%
1,215
-14,474
906
$14K ﹤0.01%
192
907
$14K ﹤0.01%
300
908
$14K ﹤0.01%
1,474
+948
909
$13K ﹤0.01%
205
910
$13K ﹤0.01%
600
911
$13K ﹤0.01%
899
-50
912
$13K ﹤0.01%
1,650
913
$13K ﹤0.01%
120
914
$13K ﹤0.01%
310
915
$13K ﹤0.01%
880
916
$13K ﹤0.01%
727
-383
917
$13K ﹤0.01%
260
918
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207
919
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500
920
$13K ﹤0.01%
+500
921
$13K ﹤0.01%
331
-122
922
$13K ﹤0.01%
625
-1,025
923
$13K ﹤0.01%
498
-98
924
$12K ﹤0.01%
26
925
$12K ﹤0.01%
240
35 36
37
38 39