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
1076
$3K ﹤0.01%
96
-14
1077
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308
1078
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34
-1
1079
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70
1080
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43
1081
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400
1082
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55
1083
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70
1084
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1085
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300
1086
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300
1087
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1088
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67
-110
1089
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160
1090
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25
1091
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250
1092
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1,052
-37
1093
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1094
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82
1095
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201
1096
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87
1097
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98
-600
1098
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131
1099
$3K ﹤0.01%
110
1100
$3K ﹤0.01%
190
42 43
44
45 46