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
1026
$5K ﹤0.01%
+300
1027
$5K ﹤0.01%
600
1028
$5K ﹤0.01%
25
1029
$5K ﹤0.01%
27
-47
1030
$5K ﹤0.01%
+136
1031
$5K ﹤0.01%
135
1032
$5K ﹤0.01%
140
1033
$5K ﹤0.01%
75
1034
$5K ﹤0.01%
112
1035
$5K ﹤0.01%
89
1036
$5K ﹤0.01%
275
1037
$5K ﹤0.01%
190
1038
$5K ﹤0.01%
81
1039
$5K ﹤0.01%
100
1040
$5K ﹤0.01%
1,111
-416
1041
$5K ﹤0.01%
68
1042
$5K ﹤0.01%
115
1043
$5K ﹤0.01%
450
1044
$5K ﹤0.01%
385
1045
$5K ﹤0.01%
129
1046
$5K ﹤0.01%
+362
1047
$4K ﹤0.01%
100
1048
$4K ﹤0.01%
255
1049
$4K ﹤0.01%
+217
1050
$4K ﹤0.01%
1,450
40 41
42
43 44