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
1526
$3K ﹤0.01%
75
-34
1527
$3K ﹤0.01%
78
1528
$3K ﹤0.01%
27
+5
1529
$3K ﹤0.01%
+125
1530
$3K ﹤0.01%
250
1531
$3K ﹤0.01%
576
1532
$3K ﹤0.01%
175
-900
1533
$3K ﹤0.01%
124
1534
$3K ﹤0.01%
33
1535
$3K ﹤0.01%
+1,600
1536
$3K ﹤0.01%
20
1537
$3K ﹤0.01%
127
1538
$3K ﹤0.01%
289
1539
$3K ﹤0.01%
70
1540
$3K ﹤0.01%
172
1541
$3K ﹤0.01%
148
1542
$3K ﹤0.01%
74
1543
$3K ﹤0.01%
279
1544
$3K ﹤0.01%
320
-36
1545
$3K ﹤0.01%
143
+75
1546
$3K ﹤0.01%
186
1547
$3K ﹤0.01%
20
1548
$2K ﹤0.01%
8
1549
$2K ﹤0.01%
22
-10
1550
$2K ﹤0.01%
49
60 61
62
63 64