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
876
$76K ﹤0.01%
2,111
877
$76K ﹤0.01%
+600
878
$76K ﹤0.01%
440
879
$76K ﹤0.01%
1,885
880
$76K ﹤0.01%
2,035
881
$75K ﹤0.01%
1,554
882
$75K ﹤0.01%
333
-54
883
$75K ﹤0.01%
575
884
$75K ﹤0.01%
+2,000
885
$75K ﹤0.01%
+31,515
886
$75K ﹤0.01%
1,141
+1,000
887
$75K ﹤0.01%
3,485
888
$74K ﹤0.01%
1,800
889
$73K ﹤0.01%
+160
890
$73K ﹤0.01%
1,726
891
$73K ﹤0.01%
4,000
892
$73K ﹤0.01%
1,050
893
$72K ﹤0.01%
500
894
$72K ﹤0.01%
647
-14
895
$72K ﹤0.01%
537
-5
896
$71K ﹤0.01%
2,885
897
$71K ﹤0.01%
146
-3
898
$71K ﹤0.01%
1,050
899
$71K ﹤0.01%
+405
900
$71K ﹤0.01%
458
-253
34 35
36
37 38