WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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
+$200M
2
+$9.91M
3
+$8.4M
4
IDXX icon
Idexx Laboratories
IDXX
+$7.39M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.67M

Top Sells

1
+$11.3M
2
+$8.4M
3
+$5.07M
4
PLAN
Anaplan, Inc.
PLAN
+$3.07M
5
MINI
Mobile Mini Inc
MINI
+$2.25M

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%
399
+80
1177
$7K ﹤0.01%
415
1178
$7K ﹤0.01%
147
-157
1179
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+51
1180
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59
1181
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137
-91
1182
$7K ﹤0.01%
359
1183
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180
1184
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105
1185
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46
+39
1186
$7K ﹤0.01%
617
-137
1187
$7K ﹤0.01%
+55
1188
$7K ﹤0.01%
124
1189
$7K ﹤0.01%
170
1190
$7K ﹤0.01%
223
-2,420
1191
$7K ﹤0.01%
240
1192
$6K ﹤0.01%
228
+56
1193
$6K ﹤0.01%
150
1194
$6K ﹤0.01%
935
+410
1195
$6K ﹤0.01%
360
1196
$6K ﹤0.01%
155
1197
$6K ﹤0.01%
262
+62
1198
$6K ﹤0.01%
115
1199
$6K ﹤0.01%
1,858
-302
1200
$6K ﹤0.01%
161
46 47
48
49 50