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
1201
$6K ﹤0.01%
262
+62
1202
$6K ﹤0.01%
102
1203
$6K ﹤0.01%
113
1204
$6K ﹤0.01%
485
1205
$6K ﹤0.01%
230
1206
$6K ﹤0.01%
255
+213
1207
$6K ﹤0.01%
115
1208
$6K ﹤0.01%
161
1209
$6K ﹤0.01%
935
+410
1210
$6K ﹤0.01%
360
1211
$6K ﹤0.01%
198
1212
$6K ﹤0.01%
267
-289
1213
$6K ﹤0.01%
139
1214
$6K ﹤0.01%
382
+312
1215
$6K ﹤0.01%
1,858
-302
1216
$5K ﹤0.01%
36
1217
$5K ﹤0.01%
432
1218
$5K ﹤0.01%
+625
1219
$5K ﹤0.01%
+1,963
1220
$5K ﹤0.01%
144
1221
$5K ﹤0.01%
+700
1222
$5K ﹤0.01%
100
1223
$5K ﹤0.01%
1,166
+915
1224
$5K ﹤0.01%
248
1225
$5K ﹤0.01%
356