WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
1201
$6K ﹤0.01%
382
+312
1202
$6K ﹤0.01%
102
1203
$6K ﹤0.01%
113
1204
$6K ﹤0.01%
485
1205
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230
1206
$6K ﹤0.01%
255
+213
1207
$6K ﹤0.01%
228
+56
1208
$6K ﹤0.01%
150
1209
$6K ﹤0.01%
935
+410
1210
$6K ﹤0.01%
360
1211
$6K ﹤0.01%
155
1212
$6K ﹤0.01%
262
+62
1213
$6K ﹤0.01%
115
1214
$6K ﹤0.01%
1,858
-302
1215
$6K ﹤0.01%
161
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%
626