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
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
1426
$6K ﹤0.01%
108
1427
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421
1428
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1429
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1430
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1432
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1433
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1434
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1435
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35
-19
1436
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1437
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1438
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1,068
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1439
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310
+50
1440
$5K ﹤0.01%
1,889
1441
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1442
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1443
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1444
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1446
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1447
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1,632
+212
1448
$5K ﹤0.01%
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1449
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235
1450
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60