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
851
$81K ﹤0.01%
2,360
-74
852
$81K ﹤0.01%
439
-15
853
$81K ﹤0.01%
3,331
854
$81K ﹤0.01%
1,698
+5
855
$80K ﹤0.01%
1,299
+49
856
$80K ﹤0.01%
2,996
-765
857
$80K ﹤0.01%
3,863
+2,525
858
$79K ﹤0.01%
656
859
$79K ﹤0.01%
3,267
860
$79K ﹤0.01%
3,019
+1,000
861
$79K ﹤0.01%
2,475
862
$79K ﹤0.01%
15,434
863
$79K ﹤0.01%
302
864
$78K ﹤0.01%
2,015
-300
865
$78K ﹤0.01%
1,762
866
$78K ﹤0.01%
1,317
867
$78K ﹤0.01%
+8,000
868
$78K ﹤0.01%
6,651
869
$78K ﹤0.01%
3,876
+395
870
$77K ﹤0.01%
301
871
$77K ﹤0.01%
12,107
872
$77K ﹤0.01%
1,123
873
$77K ﹤0.01%
810
874
$77K ﹤0.01%
5,706
875
$77K ﹤0.01%
157
+3
33 34
35
36 37