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%
360
1202
$6K ﹤0.01%
198
1203
$6K ﹤0.01%
267
-289
1204
$6K ﹤0.01%
139
1205
$6K ﹤0.01%
382
+312
1206
$6K ﹤0.01%
155
1207
$6K ﹤0.01%
262
+62
1208
$6K ﹤0.01%
102
1209
$6K ﹤0.01%
113
1210
$6K ﹤0.01%
485
1211
$6K ﹤0.01%
230
1212
$6K ﹤0.01%
255
+213
1213
$6K ﹤0.01%
115
1214
$6K ﹤0.01%
1,858
-302
1215
$6K ﹤0.01%
161
1216
$5K ﹤0.01%
352
+309
1217
$5K ﹤0.01%
100
1218
$5K ﹤0.01%
385
-117
1219
$5K ﹤0.01%
226
1220
$5K ﹤0.01%
33
-24
1221
$5K ﹤0.01%
366
1222
$5K ﹤0.01%
520
-45
1223
$5K ﹤0.01%
207
1224
$5K ﹤0.01%
36
1225
$5K ﹤0.01%
432
47 48
49
50 51