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
1551
$2K ﹤0.01%
149
1552
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46
1553
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40
1554
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349
1555
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95
1556
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201
1557
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+25
1558
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18
1559
$2K ﹤0.01%
1,262
1560
$2K ﹤0.01%
304
-6
1561
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100
1562
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150
1563
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223
1564
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35
1565
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101
1566
$2K ﹤0.01%
5
1567
$2K ﹤0.01%
160
-825
1568
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32
1569
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35
-70
1570
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51
1571
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43
1572
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115
1573
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381
-667
1574
$2K ﹤0.01%
80
1575
$2K ﹤0.01%
19
61 62
63
64 65