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
1276
$14K ﹤0.01%
115
1277
$14K ﹤0.01%
650
+500
1278
$14K ﹤0.01%
357
1279
$14K ﹤0.01%
+736
1280
$14K ﹤0.01%
524
+225
1281
$14K ﹤0.01%
231
1282
$14K ﹤0.01%
1,572
1283
$14K ﹤0.01%
211
1284
$14K ﹤0.01%
352
-5,543
1285
$13K ﹤0.01%
85
1286
$13K ﹤0.01%
214
1287
$13K ﹤0.01%
200
1288
$13K ﹤0.01%
122
1289
$13K ﹤0.01%
200
-58
1290
$13K ﹤0.01%
173
1291
$13K ﹤0.01%
+374
1292
$13K ﹤0.01%
1,168
1293
$13K ﹤0.01%
198
1294
$13K ﹤0.01%
385
1295
$13K ﹤0.01%
380
1296
$13K ﹤0.01%
180
1297
$13K ﹤0.01%
366
1298
$12K ﹤0.01%
+2,500
1299
$12K ﹤0.01%
283
-1,126
1300
$12K ﹤0.01%
3,665
50 51
52
53 54