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
1076
$3K ﹤0.01%
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1077
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1090
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35
1091
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60
1092
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21
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1097
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1098
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198
-152
1100
$2K ﹤0.01%
34
42 43
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45 46