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
1501
$4K ﹤0.01%
188
1502
$4K ﹤0.01%
50
1503
$4K ﹤0.01%
36
1504
$4K ﹤0.01%
58
-37
1505
$4K ﹤0.01%
134
1506
$4K ﹤0.01%
2,530
1507
$4K ﹤0.01%
42
1508
$3K ﹤0.01%
167
1509
$3K ﹤0.01%
100
1510
$3K ﹤0.01%
881
1511
$3K ﹤0.01%
275
1512
$3K ﹤0.01%
67
1513
$3K ﹤0.01%
115
1514
$3K ﹤0.01%
20
1515
$3K ﹤0.01%
145
1516
$3K ﹤0.01%
82
1517
$3K ﹤0.01%
+90
1518
$3K ﹤0.01%
118
1519
$3K ﹤0.01%
45
1520
$3K ﹤0.01%
245
1521
$3K ﹤0.01%
72
1522
$3K ﹤0.01%
125
1523
$3K ﹤0.01%
341
1524
$3K ﹤0.01%
+202
1525
$3K ﹤0.01%
8
-2
59 60
61
62 63