WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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 +$18.2M
2 +$15.2M
3 +$13.3M
4
CVX icon
Chevron
CVX
+$10.8M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.67M

Top Sells

1 +$15.9M
2 +$12.4M
3 +$5.75M
4
SNV
Synovus
SNV
+$3.72M
5
BOH icon
Bank of Hawaii
BOH
+$3.54M

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
1401
$7K ﹤0.01%
581
1402
$7K ﹤0.01%
446
1403
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+270
1404
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48
1405
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310
1406
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225
-225
1407
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449
1408
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259
1409
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60
1410
$6K ﹤0.01%
4,292
1411
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66
1412
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1,068
+18
1413
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310
+50
1414
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26
1415
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100
1416
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200
1417
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1418
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1419
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35
-19
1420
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100
1421
$6K ﹤0.01%
198
1422
$6K ﹤0.01%
100
1423
$6K ﹤0.01%
104
1424
$6K ﹤0.01%
360
1425
$6K ﹤0.01%
359