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
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
1251
$15K ﹤0.01%
225
-45
1252
$15K ﹤0.01%
219
1253
$15K ﹤0.01%
1,910
-336
1254
$15K ﹤0.01%
209
1255
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143
1256
$15K ﹤0.01%
1,340
1257
$15K ﹤0.01%
397
1258
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255
1259
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198
-10
1260
$15K ﹤0.01%
+178
1261
$15K ﹤0.01%
388
1262
$15K ﹤0.01%
3,000
1263
$15K ﹤0.01%
227
1264
$15K ﹤0.01%
200
1265
$15K ﹤0.01%
408
+68
1266
$15K ﹤0.01%
187
1267
$15K ﹤0.01%
993
1268
$15K ﹤0.01%
750
1269
$15K ﹤0.01%
200
-75
1270
$14K ﹤0.01%
100
1271
$14K ﹤0.01%
+347
1272
$14K ﹤0.01%
300
1273
$14K ﹤0.01%
208
1274
$14K ﹤0.01%
180
1275
$14K ﹤0.01%
+1,000
49 50
51
52 53