WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1426
$6K ﹤0.01%
2,723
1427
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232
1428
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1429
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1430
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1431
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1432
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1,068
+18
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310
+50
1434
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1435
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1436
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1437
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1438
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1439
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35
-19
1440
$5K ﹤0.01%
1,889
1441
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84
1442
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1443
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1444
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1445
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1446
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1447
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1448
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665
+500
1449
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180
1450
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113