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
1451
$5K ﹤0.01%
60
1452
$5K ﹤0.01%
350
-60,330
1453
$5K ﹤0.01%
88
1454
$5K ﹤0.01%
330
-30
1455
$5K ﹤0.01%
248
1456
$5K ﹤0.01%
196
1457
$5K ﹤0.01%
665
+500
1458
$5K ﹤0.01%
180
1459
$5K ﹤0.01%
124
1460
$5K ﹤0.01%
200
1461
$5K ﹤0.01%
207
1462
$5K ﹤0.01%
167
1463
$5K ﹤0.01%
648
1464
$5K ﹤0.01%
267
1465
$4K ﹤0.01%
111
1466
$4K ﹤0.01%
25
1467
$4K ﹤0.01%
356
1468
$4K ﹤0.01%
356
1469
$4K ﹤0.01%
1,114
1470
– –
0
1471
$4K ﹤0.01%
44
1472
$4K ﹤0.01%
102
1473
$4K ﹤0.01%
340
1474
$4K ﹤0.01%
144
1475
$4K ﹤0.01%
+10
57 58
59
60 61