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
1176
$7K ﹤0.01%
137
-91
1177
$7K ﹤0.01%
359
1178
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180
1179
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105
1180
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46
+39
1181
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150
1182
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+20
1183
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57
1184
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431
1185
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617
-137
1186
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+55
1187
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124
1188
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170
1189
$7K ﹤0.01%
658
1190
$7K ﹤0.01%
223
-2,420
1191
$7K ﹤0.01%
240
1192
$6K ﹤0.01%
385
1193
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766
1194
$6K ﹤0.01%
360
1195
$6K ﹤0.01%
+1,065
1196
$6K ﹤0.01%
228
+56
1197
$6K ﹤0.01%
150
1198
$6K ﹤0.01%
34
1199
$6K ﹤0.01%
381
1200
$6K ﹤0.01%
935
+410
46 47
48
49 50