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
1401
$7K ﹤0.01%
446
1402
$7K ﹤0.01%
+270
1403
$7K ﹤0.01%
48
1404
$7K ﹤0.01%
82
1405
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310
1406
$7K ﹤0.01%
225
-225
1407
$7K ﹤0.01%
449
1408
$6K ﹤0.01%
2,723
1409
$6K ﹤0.01%
232
1410
$6K ﹤0.01%
35
-19
1411
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7
1412
$6K ﹤0.01%
60
1413
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100
1414
$6K ﹤0.01%
4,292
1415
$6K ﹤0.01%
66
1416
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198
1417
$6K ﹤0.01%
100
1418
$6K ﹤0.01%
104
1419
$6K ﹤0.01%
360
1420
$6K ﹤0.01%
359
1421
$6K ﹤0.01%
1,068
+18
1422
$6K ﹤0.01%
310
+50
1423
$6K ﹤0.01%
64
-30
1424
$6K ﹤0.01%
325
1425
$6K ﹤0.01%
200