WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
926
$12K ﹤0.01%
200
-290
927
$12K ﹤0.01%
+98
928
$12K ﹤0.01%
+121
929
$12K ﹤0.01%
562
930
$12K ﹤0.01%
+200
931
$12K ﹤0.01%
211
932
$12K ﹤0.01%
524
933
$12K ﹤0.01%
109
934
$12K ﹤0.01%
100
935
$12K ﹤0.01%
1,111
-416
936
$12K ﹤0.01%
1,768
937
$12K ﹤0.01%
12,665
938
$11K ﹤0.01%
647
939
$11K ﹤0.01%
1,835
-490
940
$11K ﹤0.01%
270
941
$11K ﹤0.01%
1,030
942
$11K ﹤0.01%
136
943
$11K ﹤0.01%
685
944
$11K ﹤0.01%
5,800
945
$11K ﹤0.01%
450
-62
946
$11K ﹤0.01%
190
947
$11K ﹤0.01%
868
948
$11K ﹤0.01%
145
949
$11K ﹤0.01%
200
950
$11K ﹤0.01%
+1,000
36 37
38
39 40