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
1326
$11K ﹤0.01%
449
+139
1327
$11K ﹤0.01%
1,259
1328
$11K ﹤0.01%
366
1329
$11K ﹤0.01%
+2,000
1330
$11K ﹤0.01%
638
1331
$11K ﹤0.01%
+350
1332
$11K ﹤0.01%
152
1333
$11K ﹤0.01%
530
1334
$10K ﹤0.01%
402
1335
$10K ﹤0.01%
45
1336
$10K ﹤0.01%
315
1337
$10K ﹤0.01%
763
1338
$10K ﹤0.01%
467
1339
$10K ﹤0.01%
1,118
1340
$10K ﹤0.01%
140
-91
1341
$10K ﹤0.01%
92
-26
1342
$10K ﹤0.01%
2,571
1343
$10K ﹤0.01%
29
1344
$10K ﹤0.01%
334
1345
$10K ﹤0.01%
62
1346
$10K ﹤0.01%
640
-120
1347
$10K ﹤0.01%
+500
1348
$10K ﹤0.01%
1,441
1349
$9K ﹤0.01%
1,649
1350
$9K ﹤0.01%
742
52 53
54
55 56