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
1451
$5K ﹤0.01%
350
-60,330
1452
$5K ﹤0.01%
88
1453
$5K ﹤0.01%
330
-30
1454
$5K ﹤0.01%
248
1455
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196
1456
$5K ﹤0.01%
665
+500
1457
$5K ﹤0.01%
180
1458
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124
1459
$5K ﹤0.01%
200
1460
$5K ﹤0.01%
207
1461
$5K ﹤0.01%
167
1462
$5K ﹤0.01%
648
1463
$5K ﹤0.01%
267
1464
$5K ﹤0.01%
77
1465
$4K ﹤0.01%
44
1466
$4K ﹤0.01%
102
1467
$4K ﹤0.01%
340
1468
$4K ﹤0.01%
144
1469
$4K ﹤0.01%
+10
1470
$4K ﹤0.01%
119
1471
$4K ﹤0.01%
50
1472
$4K ﹤0.01%
67
1473
$4K ﹤0.01%
110
1474
$4K ﹤0.01%
+212
1475
$4K ﹤0.01%
298
57 58
59
60 61