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
1026
$6K ﹤0.01%
66
1027
$6K ﹤0.01%
130
1028
$6K ﹤0.01%
275
1029
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115
1030
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1031
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700
1032
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341
1033
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1034
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1035
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1036
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1037
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1038
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1039
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1040
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1041
$5K ﹤0.01%
101
1042
$5K ﹤0.01%
108
-7
1043
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1044
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100
1045
$5K ﹤0.01%
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1046
$5K ﹤0.01%
1,111
1047
$5K ﹤0.01%
68
1048
$5K ﹤0.01%
70
1049
$5K ﹤0.01%
241
1050
$5K ﹤0.01%
190