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
701
$49K ﹤0.01%
968
702
$49K ﹤0.01%
+3,000
703
$48K ﹤0.01%
1,210
704
$48K ﹤0.01%
8
705
$48K ﹤0.01%
1,180
706
$48K ﹤0.01%
8,562
707
$48K ﹤0.01%
261
-30
708
$48K ﹤0.01%
2,354
709
$48K ﹤0.01%
1,354
-670
710
$48K ﹤0.01%
217
711
$47K ﹤0.01%
678
712
$46K ﹤0.01%
3,335
713
$46K ﹤0.01%
+3,000
714
$46K ﹤0.01%
7,500
715
$45K ﹤0.01%
2,167
-3,161
716
$45K ﹤0.01%
1,196
717
$45K ﹤0.01%
4,760
718
$45K ﹤0.01%
300
719
$45K ﹤0.01%
955
720
$44K ﹤0.01%
1,028
721
$43K ﹤0.01%
1,650
722
$43K ﹤0.01%
390
723
$43K ﹤0.01%
369
-125
724
$43K ﹤0.01%
320
725
$42K ﹤0.01%
800
27 28
29
30 31