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
1101
$28K ﹤0.01%
1,572
1102
$28K ﹤0.01%
+2,957
1103
$28K ﹤0.01%
1,391
1104
$27K ﹤0.01%
1,500
1105
$27K ﹤0.01%
930
+500
1106
$27K ﹤0.01%
205
1107
$27K ﹤0.01%
+748
1108
$27K ﹤0.01%
2,278
1109
$27K ﹤0.01%
655
1110
$27K ﹤0.01%
166
-5
1111
$27K ﹤0.01%
665
1112
$26K ﹤0.01%
770
+450
1113
$26K ﹤0.01%
546
1114
$26K ﹤0.01%
500
1115
$26K ﹤0.01%
574
1116
$26K ﹤0.01%
+1,114
1117
$25K ﹤0.01%
400
1118
$25K ﹤0.01%
174
-5
1119
$25K ﹤0.01%
262
1120
$25K ﹤0.01%
2,382
1121
$25K ﹤0.01%
229
1122
$24K ﹤0.01%
650
1123
$24K ﹤0.01%
381
1124
$24K ﹤0.01%
1,680
1125
$24K ﹤0.01%
446
43 44
45
46 47