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
1376
$8K ﹤0.01%
901
1377
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175
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25
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682
-450
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536
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846
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581
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1,631
1386
$7K ﹤0.01%
269
-1
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36
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1389
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317
-175
1390
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350
+300
1391
$7K ﹤0.01%
2,020
1392
$7K ﹤0.01%
100
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1395
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1396
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800
1397
$7K ﹤0.01%
5,800
1398
$7K ﹤0.01%
51
1399
$7K ﹤0.01%
+800
1400
$7K ﹤0.01%
581