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
1301
$12K ﹤0.01%
434
-269
1302
$12K ﹤0.01%
8,363
1303
$12K ﹤0.01%
473
1304
$12K ﹤0.01%
148
1305
$12K ﹤0.01%
145
1306
$12K ﹤0.01%
240
1307
$12K ﹤0.01%
132
-10
1308
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170
-137
1309
$12K ﹤0.01%
910
-812
1310
$12K ﹤0.01%
189
1311
$12K ﹤0.01%
1,096
1312
$12K ﹤0.01%
304
1313
$12K ﹤0.01%
373
1314
$12K ﹤0.01%
1,451
1315
$12K ﹤0.01%
311
1316
$12K ﹤0.01%
200
1317
$11K ﹤0.01%
+300
1318
$11K ﹤0.01%
269
-27
1319
$11K ﹤0.01%
85
1320
$11K ﹤0.01%
316
-241
1321
$11K ﹤0.01%
50
1322
$11K ﹤0.01%
435
1323
$11K ﹤0.01%
220
1324
$11K ﹤0.01%
200
1325
$11K ﹤0.01%
150
51 52
53
54 55