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
851
$46K ﹤0.01%
2,573
852
$46K ﹤0.01%
450
853
$45K ﹤0.01%
4,000
854
$45K ﹤0.01%
406
+85
855
$45K ﹤0.01%
954
-147
856
$45K ﹤0.01%
+2,745
857
$45K ﹤0.01%
+1,506
858
$44K ﹤0.01%
1,750
-400
859
$44K ﹤0.01%
+5,000
860
$44K ﹤0.01%
2,023
861
$44K ﹤0.01%
1,037
-15
862
$44K ﹤0.01%
+800
863
$44K ﹤0.01%
2,368
-77
864
$43K ﹤0.01%
2,061
-154
865
$43K ﹤0.01%
190
-25
866
$43K ﹤0.01%
6,956
+6,748
867
$42K ﹤0.01%
2,410
868
$42K ﹤0.01%
460
869
$42K ﹤0.01%
120
870
$42K ﹤0.01%
1,458
+275
871
$42K ﹤0.01%
2,859
+872
872
$42K ﹤0.01%
2,223
873
$41K ﹤0.01%
496
874
$41K ﹤0.01%
375
875
$40K ﹤0.01%
1,046
+970
33 34
35
36 37