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
451
$509K 0.01%
4,219
+462
452
$503K 0.01%
3,591
-99
453
$496K 0.01%
10,063
+4,515
454
$494K 0.01%
3,412
-31
455
$491K 0.01%
9,933
456
$491K 0.01%
2,060
+56
457
$490K 0.01%
6,789
+556
458
$481K 0.01%
8,378
+2,190
459
$480K 0.01%
15,299
-2,406
460
$477K 0.01%
9,462
-430
461
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1,960
-677
462
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2,180
-20
463
$472K 0.01%
31,515
-5,389
464
$468K 0.01%
29,855
+24,005
465
$468K 0.01%
21,461
466
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3,643
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467
$461K 0.01%
7,365
468
$458K 0.01%
9,392
-762
469
$458K 0.01%
3,670
470
$457K 0.01%
7,837
+139
471
$457K 0.01%
4,963
+3,332
472
$452K 0.01%
3,886
-487
473
$449K 0.01%
1,607
+100
474
$447K 0.01%
10,140
475
$447K 0.01%
1,477
-15
17 18
19
20 21