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
976
$48K ﹤0.01%
+800
977
$47K ﹤0.01%
586
-15
978
$47K ﹤0.01%
3,000
979
$47K ﹤0.01%
474
-65
980
$47K ﹤0.01%
+2,169
981
$47K ﹤0.01%
5,662
-628
982
$47K ﹤0.01%
2,480
+30
983
$47K ﹤0.01%
488
984
$46K ﹤0.01%
+333
985
$46K ﹤0.01%
781
986
$46K ﹤0.01%
516
-30
987
$46K ﹤0.01%
2,300
988
$45K ﹤0.01%
756
989
$45K ﹤0.01%
2,150
990
$45K ﹤0.01%
2,088
+2,000
991
$44K ﹤0.01%
1,415
992
$44K ﹤0.01%
502
993
$43K ﹤0.01%
1,955
-1,217
994
$43K ﹤0.01%
760
995
$42K ﹤0.01%
1,313
996
$42K ﹤0.01%
670
997
$42K ﹤0.01%
3,780
+2,545
998
$42K ﹤0.01%
994
999
$42K ﹤0.01%
+1,600
1000
$41K ﹤0.01%
+750
38 39
40
41 42