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
1051
$16K ﹤0.01%
260
1052
$16K ﹤0.01%
586
-88
1053
$16K ﹤0.01%
1,008
1054
$16K ﹤0.01%
189
+172
1055
$16K ﹤0.01%
75
+20
1056
$16K ﹤0.01%
150
1057
$16K ﹤0.01%
873
1058
$16K ﹤0.01%
612
1059
$16K ﹤0.01%
+1,944
1060
$16K ﹤0.01%
143
-332
1061
$15K ﹤0.01%
+2,262
1062
$15K ﹤0.01%
160
1063
$15K ﹤0.01%
525
+47
1064
$15K ﹤0.01%
231
1065
$15K ﹤0.01%
1,338
1066
$15K ﹤0.01%
186
1067
$15K ﹤0.01%
4,518
+4,355
1068
$15K ﹤0.01%
436
+268
1069
$15K ﹤0.01%
3,785
1070
$15K ﹤0.01%
235
1071
$14K ﹤0.01%
+1,000
1072
$14K ﹤0.01%
905
-634
1073
$14K ﹤0.01%
374
1074
$14K ﹤0.01%
15
1075
$14K ﹤0.01%
+1,687
41 42
43
44 45