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
1026
$18K ﹤0.01%
2,192
1027
$18K ﹤0.01%
610
1028
$18K ﹤0.01%
+65
1029
$18K ﹤0.01%
188
1030
$18K ﹤0.01%
1,572
1031
$18K ﹤0.01%
1,496
1032
$18K ﹤0.01%
3,000
1033
$18K ﹤0.01%
1,000
1034
$18K ﹤0.01%
+371
1035
$17K ﹤0.01%
49
+11
1036
$17K ﹤0.01%
300
-135
1037
$17K ﹤0.01%
199
1038
$17K ﹤0.01%
+1,245
1039
$17K ﹤0.01%
224
-27
1040
$17K ﹤0.01%
+1,000
1041
$17K ﹤0.01%
188
1042
$17K ﹤0.01%
+772
1043
$17K ﹤0.01%
5,974
+44
1044
$17K ﹤0.01%
1,219
+1,198
1045
$17K ﹤0.01%
405
1046
$17K ﹤0.01%
140
-10
1047
$17K ﹤0.01%
1,622
-250
1048
$17K ﹤0.01%
1,374
1049
$16K ﹤0.01%
100
1050
$16K ﹤0.01%
+2,000
40 41
42
43 44