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
1051
$4K ﹤0.01%
265
1052
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84
1053
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54
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1054
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125
1055
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100
1056
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217
-335
1057
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1058
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1059
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750
1060
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+106
1061
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100
1062
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255
1063
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+217
1064
$4K ﹤0.01%
1,450
1065
$3K ﹤0.01%
200
1066
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50
1067
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1068
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-223
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100
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110
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1071
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200
-9
1072
$3K ﹤0.01%
200
1073
$3K ﹤0.01%
33
1074
$3K ﹤0.01%
245
1075
$3K ﹤0.01%
35
-8
41 42
43
44 45