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
1351
$9K ﹤0.01%
87
1352
$9K ﹤0.01%
1,342
-1,444
1353
$9K ﹤0.01%
158
-16
1354
$9K ﹤0.01%
342
-150
1355
$9K ﹤0.01%
350
1356
$9K ﹤0.01%
537
1357
$9K ﹤0.01%
741
1358
$9K ﹤0.01%
5,511
1359
$9K ﹤0.01%
+42
1360
$9K ﹤0.01%
140
1361
$9K ﹤0.01%
664
-692
1362
$9K ﹤0.01%
90
1363
$9K ﹤0.01%
309
1364
$9K ﹤0.01%
184
1365
$9K ﹤0.01%
220
1366
$9K ﹤0.01%
116
1367
$8K ﹤0.01%
165
-50
1368
$8K ﹤0.01%
196
-403
1369
$8K ﹤0.01%
131
1370
$8K ﹤0.01%
307
1371
$8K ﹤0.01%
600
1372
$8K ﹤0.01%
7
1373
$8K ﹤0.01%
411
-3,278
1374
$8K ﹤0.01%
196
1375
$8K ﹤0.01%
128
53 54
55
56 57