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
951
$11K ﹤0.01%
1,953
952
$11K ﹤0.01%
957
-1,410
953
$11K ﹤0.01%
1,650
954
$11K ﹤0.01%
250
955
$11K ﹤0.01%
1,914
-300
956
$11K ﹤0.01%
200
957
$10K ﹤0.01%
450
958
$10K ﹤0.01%
1,217
959
$10K ﹤0.01%
222
960
$10K ﹤0.01%
200
961
$10K ﹤0.01%
1,535
962
$10K ﹤0.01%
310
963
$10K ﹤0.01%
26
964
$10K ﹤0.01%
233
965
$10K ﹤0.01%
+334
966
$10K ﹤0.01%
200
967
$10K ﹤0.01%
75
968
$10K ﹤0.01%
190
969
$10K ﹤0.01%
1,000
970
$9K ﹤0.01%
600
971
$9K ﹤0.01%
+800
972
$9K ﹤0.01%
133
973
$9K ﹤0.01%
241
-2,810
974
$9K ﹤0.01%
1,030
975
$9K ﹤0.01%
231
37 38
39
40 41