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
876
$40K ﹤0.01%
3,000
877
$40K ﹤0.01%
3,600
878
$40K ﹤0.01%
+5,400
879
$39K ﹤0.01%
36
880
$39K ﹤0.01%
69
-15
881
$39K ﹤0.01%
502
882
$39K ﹤0.01%
82
+6
883
$39K ﹤0.01%
970
884
$38K ﹤0.01%
+437
885
$38K ﹤0.01%
477
886
$38K ﹤0.01%
3,085
887
$37K ﹤0.01%
655
+35
888
$37K ﹤0.01%
1,303
889
$37K ﹤0.01%
1,572
890
$37K ﹤0.01%
200
-23
891
$37K ﹤0.01%
2,742
892
$37K ﹤0.01%
762
-9
893
$36K ﹤0.01%
1,103
-80
894
$36K ﹤0.01%
300
895
$36K ﹤0.01%
713
-89
896
$36K ﹤0.01%
1,291
-278
897
$36K ﹤0.01%
3,104
-208
898
$36K ﹤0.01%
3,624
899
$36K ﹤0.01%
168
+20
900
$35K ﹤0.01%
463
+210
34 35
36
37 38