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
951
$54K ﹤0.01%
994
952
$53K ﹤0.01%
1,230
+18
953
$53K ﹤0.01%
434
954
$53K ﹤0.01%
850
955
$52K ﹤0.01%
688
-14
956
$52K ﹤0.01%
3,000
957
$52K ﹤0.01%
4,406
+3
958
$51K ﹤0.01%
1,663
959
$51K ﹤0.01%
554
+50
960
$51K ﹤0.01%
672
-67
961
$51K ﹤0.01%
1,575
+1,250
962
$51K ﹤0.01%
200
963
$51K ﹤0.01%
718
964
$50K ﹤0.01%
1,236
965
$50K ﹤0.01%
970
-445
966
$50K ﹤0.01%
+1,643
967
$49K ﹤0.01%
3,740
-75
968
$49K ﹤0.01%
1,459
969
$49K ﹤0.01%
1,599
970
$49K ﹤0.01%
1,727
-239
971
$48K ﹤0.01%
1,000
972
$48K ﹤0.01%
1,755
973
$48K ﹤0.01%
607
-524
974
$48K ﹤0.01%
610
975
$48K ﹤0.01%
1,733
37 38
39
40 41