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
951
$11K ﹤0.01%
+1,000
952
$11K ﹤0.01%
458
953
$11K ﹤0.01%
220
+72
954
$10K ﹤0.01%
697
955
$10K ﹤0.01%
200
956
$10K ﹤0.01%
+900
957
$10K ﹤0.01%
341
958
$10K ﹤0.01%
4,870
-5,530
959
$10K ﹤0.01%
219
-185
960
$10K ﹤0.01%
175
961
$10K ﹤0.01%
800
962
$10K ﹤0.01%
115
963
$10K ﹤0.01%
605
964
$10K ﹤0.01%
80
965
$10K ﹤0.01%
140
966
$10K ﹤0.01%
177
-52
967
$10K ﹤0.01%
5,000
968
$9K ﹤0.01%
190
969
$9K ﹤0.01%
360
970
$9K ﹤0.01%
310
971
$9K ﹤0.01%
250
-175
972
$9K ﹤0.01%
231
973
$9K ﹤0.01%
240
974
$9K ﹤0.01%
1,224
+6
975
$9K ﹤0.01%
233
-268
37 38
39
40 41