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
901
$16K ﹤0.01%
1,434
+28
902
$16K ﹤0.01%
716
903
$16K ﹤0.01%
240
904
$16K ﹤0.01%
2,375
905
$16K ﹤0.01%
1,131
906
$16K ﹤0.01%
400
907
$15K ﹤0.01%
205
908
$15K ﹤0.01%
293
909
$15K ﹤0.01%
300
910
$15K ﹤0.01%
400
911
$15K ﹤0.01%
120
912
$15K ﹤0.01%
340
+100
913
$15K ﹤0.01%
227
914
$15K ﹤0.01%
740
915
$15K ﹤0.01%
1,154
916
$15K ﹤0.01%
200
917
$15K ﹤0.01%
2,570
918
$15K ﹤0.01%
1,931
919
$15K ﹤0.01%
280
920
$15K ﹤0.01%
450
921
$15K ﹤0.01%
80
922
$15K ﹤0.01%
100
923
$15K ﹤0.01%
1,168
924
$14K ﹤0.01%
1,125
925
$14K ﹤0.01%
192
35 36
37
38 39