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
826
$89K ﹤0.01%
+8,000
827
$88K ﹤0.01%
210
-10
828
$88K ﹤0.01%
800
+500
829
$88K ﹤0.01%
8,032
830
$87K ﹤0.01%
3,655
+5
831
$87K ﹤0.01%
1,236
-660
832
$87K ﹤0.01%
2,000
833
$87K ﹤0.01%
4,302
+303
834
$87K ﹤0.01%
3,226
+1,425
835
$86K ﹤0.01%
10,240
836
$86K ﹤0.01%
1,099
837
$86K ﹤0.01%
1,000
838
$85K ﹤0.01%
1,836
839
$85K ﹤0.01%
1,586
840
$84K ﹤0.01%
2,669
+10
841
$84K ﹤0.01%
302
-15
842
$83K ﹤0.01%
301
-8
843
$83K ﹤0.01%
9,697
844
$83K ﹤0.01%
2,529
845
$83K ﹤0.01%
17,610
846
$82K ﹤0.01%
1,790
+1,404
847
$82K ﹤0.01%
2,000
848
$82K ﹤0.01%
2,259
849
$82K ﹤0.01%
1,364
+901
850
$82K ﹤0.01%
3,038
32 33
34
35 36