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
1576
$2K ﹤0.01%
43
1577
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1578
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381
-667
1579
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216
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9
-19
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1583
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30
-32
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1586
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11
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26
1589
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82
1590
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+10
1591
$1K ﹤0.01%
25
1592
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47
-77
1593
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234
1596
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31
1597
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43
1598
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105
1599
$1K ﹤0.01%
5
1600
$1K ﹤0.01%
60
62 63
64
65 66