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
776
$66K ﹤0.01%
1,723
+174
777
$66K ﹤0.01%
2,370
+2,000
778
$66K ﹤0.01%
2,024
779
$65K ﹤0.01%
850
780
$65K ﹤0.01%
1,171
781
$65K ﹤0.01%
2,531
+1,541
782
$64K ﹤0.01%
11,436
+10,250
783
$64K ﹤0.01%
3,000
784
$64K ﹤0.01%
1,800
785
$64K ﹤0.01%
1,250
786
$64K ﹤0.01%
1,900
787
$63K ﹤0.01%
574
788
$63K ﹤0.01%
1,856
-63
789
$63K ﹤0.01%
526
+31
790
$63K ﹤0.01%
1,040
791
$63K ﹤0.01%
+2,000
792
$62K ﹤0.01%
+748
793
$62K ﹤0.01%
2,448
+1,187
794
$61K ﹤0.01%
200
795
$61K ﹤0.01%
4,800
796
$60K ﹤0.01%
2,767
+1,904
797
$60K ﹤0.01%
3,606
798
$60K ﹤0.01%
461
-50
799
$59K ﹤0.01%
340
800
$59K ﹤0.01%
+2,336
30 31
32
33 34