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
1001
$6K ﹤0.01%
445
-3,930
1002
$6K ﹤0.01%
1,003
1003
$6K ﹤0.01%
258
1004
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387
1005
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814
1006
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580
1007
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66
1008
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205
1009
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88
-205
1010
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470
1011
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171
1012
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125
1013
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108
1014
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300
1015
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118
-185
1016
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240
1017
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1018
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1019
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1020
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+300
1021
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600
1022
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25
1023
$5K ﹤0.01%
27
-47
1024
$5K ﹤0.01%
+136
1025
$5K ﹤0.01%
135
39 40
41
42 43