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
1126
$1K ﹤0.01%
32
1127
$1K ﹤0.01%
100
1128
$1K ﹤0.01%
50
-255
1129
$1K ﹤0.01%
67
1130
$1K ﹤0.01%
55
1131
$1K ﹤0.01%
40
1132
$1K ﹤0.01%
113
1133
$1K ﹤0.01%
275
1134
$1K ﹤0.01%
25
1135
$1K ﹤0.01%
13
1136
$1K ﹤0.01%
+78
1137
$1K ﹤0.01%
305
1138
$1K ﹤0.01%
308
1139
$1K ﹤0.01%
50
1140
$1K ﹤0.01%
25
1141
$1K ﹤0.01%
60
-140
1142
$1K ﹤0.01%
25
1143
$1K ﹤0.01%
36
-47
1144
$1K ﹤0.01%
335
1145
$1K ﹤0.01%
15
1146
$1K ﹤0.01%
24
1147
$1K ﹤0.01%
25
-402
1148
$1K ﹤0.01%
8
1149
$1K ﹤0.01%
50
1150
$1K ﹤0.01%
65
44 45
46
47 48