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
$2.3B
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$5.7M
3
+$5.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.91M
5
SYF icon
Synchrony
SYF
+$3.22M

Top Sells

1
+$8M
2
+$5.96M
3
+$5.11M
4
XOM icon
Exxon Mobil
XOM
+$4.76M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.78M

Sector Composition

1 Healthcare 11.77%
2 Financials 10.4%
3 Technology 9.59%
4 Industrials 9.12%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$76K ﹤0.01%
1,018
627
$76K ﹤0.01%
470
628
$75K ﹤0.01%
2,991
-1,645
629
$75K ﹤0.01%
3,524
630
$74K ﹤0.01%
7,000
631
$74K ﹤0.01%
2,000
632
$73K ﹤0.01%
775
633
$73K ﹤0.01%
1,421
634
$73K ﹤0.01%
2,745
635
$73K ﹤0.01%
1,099
636
$73K ﹤0.01%
1,400
637
$72K ﹤0.01%
1,000
638
$72K ﹤0.01%
3,960
639
$71K ﹤0.01%
2,112
640
$71K ﹤0.01%
2,000
641
$71K ﹤0.01%
1,000
642
$71K ﹤0.01%
1,868
-200
643
$70K ﹤0.01%
1,145
644
$70K ﹤0.01%
1,176
645
$70K ﹤0.01%
3,065
646
$69K ﹤0.01%
2,723
647
$68K ﹤0.01%
2,750
648
$68K ﹤0.01%
1,037
649
$68K ﹤0.01%
3,800
650
$68K ﹤0.01%
830
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