WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,113
New
Increased
Reduced
Closed

Top Buys

1 +$5.86M
2 +$5M
3 +$4.58M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.07M
5
NSC icon
Norfolk Southern
NSC
+$3.56M

Top Sells

1 +$6.03M
2 +$5.11M
3 +$3.81M
4
CMCSA icon
Comcast
CMCSA
+$3.71M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.55M

Sector Composition

1 Industrials 11.05%
2 Healthcare 9.75%
3 Consumer Staples 9.55%
4 Energy 9.52%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$6K ﹤0.01%
175
952
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953
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106
954
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955
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222
956
$5K ﹤0.01%
245
957
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800
958
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2,287
959
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250
960
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403
961
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696
962
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120
963
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964
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125
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965
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966
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135
967
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968
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969
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75
970
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971
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972
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66
973
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974
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975
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