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

Top Buys

1
+$7.05M
2
+$5.7M
3
+$5.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.91M
5
SYF icon
Synchrony
SYF
+$3.16M

Top Sells

1
+$7.75M
2
+$5.96M
3
+$5.34M
4
XOM icon
Exxon Mobil
XOM
+$4.83M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.7M

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%
1,161
752
$37K ﹤0.01%
457
753
$36K ﹤0.01%
2,250
754
$36K ﹤0.01%
1,283
755
$36K ﹤0.01%
1,144
756
$36K ﹤0.01%
366
-215
757
$36K ﹤0.01%
833
-964
758
$35K ﹤0.01%
552
759
$35K ﹤0.01%
615
760
$35K ﹤0.01%
350
761
$34K ﹤0.01%
95
762
$34K ﹤0.01%
2,100
763
$34K ﹤0.01%
665
764
$34K ﹤0.01%
10
765
$34K ﹤0.01%
270
766
$34K ﹤0.01%
2,000
767
$34K ﹤0.01%
495
+2
768
$33K ﹤0.01%
200
769
$33K ﹤0.01%
865
770
$33K ﹤0.01%
217
771
$33K ﹤0.01%
2,420
+53
772
$33K ﹤0.01%
935
+15
773
$33K ﹤0.01%
1,000
774
$32K ﹤0.01%
1,302
-82
775
$32K ﹤0.01%
922
29 30
31
32 33