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
1526
$1.04K ﹤0.01%
4
1527
$982 ﹤0.01%
55
1528
$982 ﹤0.01%
200
1529
$973 ﹤0.01%
1
1530
$935 ﹤0.01%
23
1531
$921 ﹤0.01%
60
1532
$917 ﹤0.01%
47
1533
$872 ﹤0.01%
65
1534
$858 ﹤0.01%
159
1535
$856 ﹤0.01%
37
1536
$849 ﹤0.01%
74
1537
$843 ﹤0.01%
28
1538
$793 ﹤0.01%
70
-245
1539
$777 ﹤0.01%
148
1540
$764 ﹤0.01%
216
1541
$715 ﹤0.01%
265
1542
$703 ﹤0.01%
105
1543
$686 ﹤0.01%
94
1544
$666 ﹤0.01%
381
1545
$657 ﹤0.01%
37
1546
$651 ﹤0.01%
27
1547
$648 ﹤0.01%
14
1548
$638 ﹤0.01%
515
1549
$633 ﹤0.01%
134
1550
$595 ﹤0.01%
25
60 61
62
63 64