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
1076
$31K ﹤0.01%
1,000
1077
$30K ﹤0.01%
630
1078
$30K ﹤0.01%
620
1079
$30K ﹤0.01%
2,287
1080
$30K ﹤0.01%
1,220
1081
$30K ﹤0.01%
925
1082
$30K ﹤0.01%
+554
1083
$30K ﹤0.01%
151
1084
$30K ﹤0.01%
798
-85
1085
$29K ﹤0.01%
715
-36
1086
$29K ﹤0.01%
910
1087
$29K ﹤0.01%
537
1088
$29K ﹤0.01%
1,895
1089
$29K ﹤0.01%
646
1090
$29K ﹤0.01%
399
1091
$29K ﹤0.01%
255
-12
1092
$29K ﹤0.01%
102
+58
1093
$29K ﹤0.01%
229
1094
$29K ﹤0.01%
+2,500
1095
$29K ﹤0.01%
762
1096
$29K ﹤0.01%
398
1097
$28K ﹤0.01%
650
1098
$28K ﹤0.01%
+628
1099
$28K ﹤0.01%
1,000
1100
$28K ﹤0.01%
1,721
-140
42 43
44
45 46