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
926
$63K ﹤0.01%
800
927
$63K ﹤0.01%
375
928
$62K ﹤0.01%
291
-25
929
$62K ﹤0.01%
3,249
-1,200
930
$62K ﹤0.01%
650
-222
931
$62K ﹤0.01%
2,820
932
$61K ﹤0.01%
+1,083
933
$60K ﹤0.01%
1,271
-120
934
$60K ﹤0.01%
1,411
935
$60K ﹤0.01%
1,433
936
$60K ﹤0.01%
2,000
937
$60K ﹤0.01%
966
-119
938
$59K ﹤0.01%
268
-15
939
$59K ﹤0.01%
2,410
940
$59K ﹤0.01%
1,986
941
$59K ﹤0.01%
12,635
942
$59K ﹤0.01%
512
+187
943
$59K ﹤0.01%
3,500
+500
944
$59K ﹤0.01%
4,191
+1,191
945
$58K ﹤0.01%
9,030
-391
946
$56K ﹤0.01%
1,975
947
$56K ﹤0.01%
400
948
$55K ﹤0.01%
1,282
949
$54K ﹤0.01%
191
950
$54K ﹤0.01%
+1,234
36 37
38
39 40