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
1151
$22K ﹤0.01%
3,200
+3,000
1152
$22K ﹤0.01%
306
1153
$22K ﹤0.01%
1,008
1154
$22K ﹤0.01%
+315
1155
$22K ﹤0.01%
356
1156
$22K ﹤0.01%
2,192
1157
$22K ﹤0.01%
3,320
1158
$22K ﹤0.01%
682
1159
$22K ﹤0.01%
+436
1160
$22K ﹤0.01%
+505
1161
$22K ﹤0.01%
1,939
+1,924
1162
$22K ﹤0.01%
3,624
-80
1163
$22K ﹤0.01%
210
+55
1164
$22K ﹤0.01%
512
1165
$21K ﹤0.01%
807
1166
$21K ﹤0.01%
+200
1167
$21K ﹤0.01%
137
+9
1168
$21K ﹤0.01%
2,437
1169
$21K ﹤0.01%
1,441
1170
$21K ﹤0.01%
632
-1
1171
$21K ﹤0.01%
1,815
1172
$20K ﹤0.01%
262
1173
$20K ﹤0.01%
792
1174
$20K ﹤0.01%
436
1175
$20K ﹤0.01%
1,986
45 46
47
48 49