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
826
$26K ﹤0.01%
1,045
827
$26K ﹤0.01%
2,622
828
$26K ﹤0.01%
1,000
-7,800
829
$26K ﹤0.01%
3,971
830
$26K ﹤0.01%
235
831
$26K ﹤0.01%
772
832
$25K ﹤0.01%
591
+5
833
$25K ﹤0.01%
675
834
$25K ﹤0.01%
1,416
835
$25K ﹤0.01%
332
836
$25K ﹤0.01%
1,802
837
$25K ﹤0.01%
570
-274
838
$25K ﹤0.01%
150
839
$25K ﹤0.01%
1,250
840
$25K ﹤0.01%
576
841
$25K ﹤0.01%
400
842
$25K ﹤0.01%
1,000
843
$24K ﹤0.01%
1,000
844
$24K ﹤0.01%
604
+3
845
$24K ﹤0.01%
1,006
846
$24K ﹤0.01%
910
847
$24K ﹤0.01%
+1,057
848
$24K ﹤0.01%
300
849
$24K ﹤0.01%
1,300
-5,700
850
$24K ﹤0.01%
270
32 33
34
35 36