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
951
$11K ﹤0.01%
1,030
952
$11K ﹤0.01%
136
953
$10K ﹤0.01%
697
954
$10K ﹤0.01%
200
955
$10K ﹤0.01%
+900
956
$10K ﹤0.01%
341
957
$10K ﹤0.01%
4,870
-5,530
958
$10K ﹤0.01%
219
-185
959
$10K ﹤0.01%
175
960
$10K ﹤0.01%
800
961
$10K ﹤0.01%
115
962
$10K ﹤0.01%
605
963
$10K ﹤0.01%
80
964
$10K ﹤0.01%
140
965
$10K ﹤0.01%
177
-52
966
$10K ﹤0.01%
5,000
967
$9K ﹤0.01%
360
968
$9K ﹤0.01%
310
969
$9K ﹤0.01%
250
-175
970
$9K ﹤0.01%
231
971
$9K ﹤0.01%
240
972
$9K ﹤0.01%
1,224
+6
973
$9K ﹤0.01%
233
-268
974
$9K ﹤0.01%
105
975
$9K ﹤0.01%
94
37 38
39
40 41