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
751
$37K ﹤0.01%
960
752
$37K ﹤0.01%
1,161
753
$37K ﹤0.01%
457
754
$36K ﹤0.01%
2,250
755
$36K ﹤0.01%
1,283
756
$36K ﹤0.01%
1,144
757
$36K ﹤0.01%
366
-215
758
$36K ﹤0.01%
833
-964
759
$35K ﹤0.01%
350
760
$35K ﹤0.01%
552
761
$35K ﹤0.01%
615
762
$34K ﹤0.01%
95
763
$34K ﹤0.01%
2,100
764
$34K ﹤0.01%
665
765
$34K ﹤0.01%
495
+2
766
$34K ﹤0.01%
10
767
$34K ﹤0.01%
270
768
$34K ﹤0.01%
2,000
769
$33K ﹤0.01%
200
770
$33K ﹤0.01%
865
771
$33K ﹤0.01%
217
772
$33K ﹤0.01%
2,420
+53
773
$33K ﹤0.01%
935
+15
774
$33K ﹤0.01%
1,000
775
$32K ﹤0.01%
1,302
-82
29 30
31
32 33