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
751
$76K ﹤0.01%
1,119
752
$76K ﹤0.01%
1,424
753
$76K ﹤0.01%
1,478
+80
754
$76K ﹤0.01%
575
755
$75K ﹤0.01%
1,900
756
$75K ﹤0.01%
2,246
-2,000
757
$74K ﹤0.01%
63
758
$73K ﹤0.01%
11,008
759
$73K ﹤0.01%
348
+55
760
$73K ﹤0.01%
1,000
761
$73K ﹤0.01%
2,157
+326
762
$73K ﹤0.01%
5,013
763
$73K ﹤0.01%
5,782
764
$72K ﹤0.01%
4,198
-111
765
$72K ﹤0.01%
650
766
$72K ﹤0.01%
1,123
767
$72K ﹤0.01%
831
768
$72K ﹤0.01%
+7,000
769
$69K ﹤0.01%
333
770
$68K ﹤0.01%
4,209
+4,060
771
$68K ﹤0.01%
1,454
772
$68K ﹤0.01%
1,880
-11
773
$68K ﹤0.01%
350
774
$67K ﹤0.01%
1,279
775
$66K ﹤0.01%
2,098
-32
29 30
31
32 33