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
$4.2B
AUM Growth
+$599M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,557
New
Increased
Reduced
Closed

Top Buys

1
+$199M
2
+$10.5M
3
+$8.38M
4
IDXX icon
Idexx Laboratories
IDXX
+$7.86M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.67M

Top Sells

1
+$11.3M
2
+$8.35M
3
+$5.13M
4
PLAN
Anaplan, Inc.
PLAN
+$3.72M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Sector Composition

1 Technology 17.31%
2 Industrials 10.96%
3 Financials 10.8%
4 Healthcare 9.92%
5 Consumer Discretionary 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$361K 0.01%
4,500
477
$348K 0.01%
6,363
-433
478
$342K 0.01%
5,250
479
$342K 0.01%
3,981
-695
480
$338K 0.01%
3,344
+238
481
$336K 0.01%
2,932
-17
482
$336K 0.01%
3,660
+20
483
$332K 0.01%
8,653
+1,065
484
$331K 0.01%
13,000
485
$326K 0.01%
9,494
-1,133
486
$326K 0.01%
5,732
-34
487
$322K 0.01%
1,937
488
$321K 0.01%
5,367
489
$321K 0.01%
14,348
-70
490
$320K 0.01%
4,894
-12,664
491
$316K 0.01%
22,089
492
$313K 0.01%
6,179
-495
493
$313K 0.01%
3,386
+1,342
494
$313K 0.01%
10,454
+134
495
$310K 0.01%
1,139
+22
496
$309K 0.01%
2,380
+300
497
$305K 0.01%
2,266
498
$304K 0.01%
9,576
-417
499
$303K 0.01%
14,391
500
$303K 0.01%
5,983
18 19
20
21 22