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
976
$23K ﹤0.01%
+90
977
$23K ﹤0.01%
101
-431
978
$23K ﹤0.01%
695
+516
979
$23K ﹤0.01%
947
-143
980
$22K ﹤0.01%
1,472
+1,147
981
$22K ﹤0.01%
400
982
$22K ﹤0.01%
120
983
$22K ﹤0.01%
1,009
984
$22K ﹤0.01%
1,049
985
$22K ﹤0.01%
+2,000
986
$22K ﹤0.01%
472
987
$22K ﹤0.01%
361
988
$22K ﹤0.01%
207
989
$22K ﹤0.01%
+450
990
$22K ﹤0.01%
+2,292
991
$21K ﹤0.01%
526
992
$21K ﹤0.01%
1,232
+82
993
$21K ﹤0.01%
438
+79
994
$21K ﹤0.01%
1,055
+290
995
$20K ﹤0.01%
206
996
$20K ﹤0.01%
2,147
-755
997
$20K ﹤0.01%
+5,252
998
$20K ﹤0.01%
218
999
$20K ﹤0.01%
492
-50
1000
$20K ﹤0.01%
1,000
38 39
40
41 42