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
$5.49B
AUM Growth
+$352M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$9.72M
3
+$9.26M
4
AMZN icon
Amazon
AMZN
+$6.18M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.95M

Top Sells

1
+$11.6M
2
+$7.96M
3
+$6.71M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.07M
5
TJX icon
TJX Companies
TJX
+$4.95M

Sector Composition

1 Technology 20.15%
2 Financials 11.62%
3 Healthcare 9.43%
4 Consumer Discretionary 7.68%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$9.94K ﹤0.01%
542
+292
1302
$9.85K ﹤0.01%
357
1303
$9.81K ﹤0.01%
42
1304
$9.77K ﹤0.01%
196
1305
$9.7K ﹤0.01%
140
1306
$9.66K ﹤0.01%
198
1307
$9.63K ﹤0.01%
175
1308
$9.59K ﹤0.01%
220
1309
$9.56K ﹤0.01%
1,631
1310
$9.44K ﹤0.01%
400
1311
$9.44K ﹤0.01%
582
1312
$9.42K ﹤0.01%
317
1313
$9.38K ﹤0.01%
104
-470
1314
$9.37K ﹤0.01%
400
1315
$9.26K ﹤0.01%
536
1316
$9.23K ﹤0.01%
100
1317
$9.23K ﹤0.01%
125
-4
1318
$9.18K ﹤0.01%
360
1319
$9.11K ﹤0.01%
611
+199
1320
$9.06K ﹤0.01%
259
1321
$8.9K ﹤0.01%
846
1322
$8.89K ﹤0.01%
500
1323
$8.85K ﹤0.01%
537
1324
$8.84K ﹤0.01%
67
-470
1325
$8.73K ﹤0.01%
1,441
51 52
53
54 55