WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
1551
$2K ﹤0.01%
1,262
1552
$2K ﹤0.01%
160
-825
1553
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80
1554
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19
1555
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67
1556
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54
1557
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123
1558
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49
1559
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149
1560
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40
1561
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349
1562
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95
1563
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201
1564
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304
-6
1565
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100
1566
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150
1567
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223
1568
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35
1569
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101
1570
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8
1571
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22
-10
1572
$2K ﹤0.01%
5
1573
$2K ﹤0.01%
32
1574
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35
-70
1575
$2K ﹤0.01%
51
61 62
63
64 65