WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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 +$7.05M
2 +$5.7M
3 +$5.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.91M
5
SYF icon
Synchrony
SYF
+$3.16M

Top Sells

1 +$7.75M
2 +$5.96M
3 +$5.34M
4
XOM icon
Exxon Mobil
XOM
+$4.83M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$3.7M

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%
275
1027
$6K ﹤0.01%
115
1028
$6K ﹤0.01%
250
-500
1029
$5K ﹤0.01%
700
1030
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197
1031
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80
1032
$5K ﹤0.01%
328
1033
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217
1034
$5K ﹤0.01%
344
1035
$5K ﹤0.01%
101
1036
$5K ﹤0.01%
108
-7
1037
$5K ﹤0.01%
100
1038
$5K ﹤0.01%
100
1039
$5K ﹤0.01%
230
1040
$5K ﹤0.01%
1,111
1041
$5K ﹤0.01%
68
1042
$5K ﹤0.01%
70
1043
$5K ﹤0.01%
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1044
$5K ﹤0.01%
190
1045
$5K ﹤0.01%
171
1046
$5K ﹤0.01%
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1047
$5K ﹤0.01%
84
1048
$5K ﹤0.01%
120
1049
$5K ﹤0.01%
160
1050
$5K ﹤0.01%
106