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
1176
$20K ﹤0.01%
410
1177
$20K ﹤0.01%
2,093
+1,393
1178
$20K ﹤0.01%
474
1179
$20K ﹤0.01%
1,055
1180
$20K ﹤0.01%
107
-11
1181
$20K ﹤0.01%
330
1182
$20K ﹤0.01%
412
-140
1183
$19K ﹤0.01%
405
1184
$19K ﹤0.01%
424
+162
1185
$19K ﹤0.01%
4,772
-114
1186
$19K ﹤0.01%
390
1187
$19K ﹤0.01%
205
1188
$19K ﹤0.01%
349
-952
1189
$19K ﹤0.01%
600
1190
$19K ﹤0.01%
662
-112
1191
$19K ﹤0.01%
+443
1192
$19K ﹤0.01%
430
+335
1193
$19K ﹤0.01%
135
-23
1194
$19K ﹤0.01%
681
+471
1195
$19K ﹤0.01%
480
1196
$19K ﹤0.01%
+157
1197
$19K ﹤0.01%
200
1198
$19K ﹤0.01%
432
-51
1199
$19K ﹤0.01%
94
1200
$19K ﹤0.01%
1,917
-67
46 47
48
49 50