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
$4.77B
AUM Growth
-$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,800
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$13.6M
3
+$12.5M
4
CVX icon
Chevron
CVX
+$10.2M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.3M

Top Sells

1
+$15.7M
2
+$11.7M
3
+$5.46M
4
SNV icon
Synovus
SNV
+$3.52M
5
BOH icon
Bank of Hawaii
BOH
+$3.43M

Sector Composition

1 Technology 18%
2 Financials 12.03%
3 Healthcare 11.07%
4 Consumer Discretionary 7.48%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$704K 0.01%
107,146
-40,147
402
$699K 0.01%
7,794
+3,596
403
$697K 0.01%
5,540
+118
404
$693K 0.01%
15,024
-200
405
$681K 0.01%
36,066
+58
406
$674K 0.01%
30,597
+1,262
407
$665K 0.01%
8,536
+45
408
$659K 0.01%
26,449
+2,639
409
$657K 0.01%
18,502
+1,989
410
$650K 0.01%
8,008
411
$647K 0.01%
1,092
-24
412
$643K 0.01%
22,156
+1,693
413
$643K 0.01%
777
+2
414
$641K 0.01%
8,000
-4,738
415
$632K 0.01%
12,624
+517
416
$632K 0.01%
13,597
+6,068
417
$629K 0.01%
4,352
-1,584
418
$628K 0.01%
40,727
-55
419
$627K 0.01%
16,265
+7,461
420
$614K 0.01%
10,939
-2,621
421
$614K 0.01%
53,259
422
$610K 0.01%
2,010
+635
423
$598K 0.01%
9,754
+3,250
424
$596K 0.01%
2,452
+6
425
$593K 0.01%
7,619
15 16
17
18 19