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
1226
$5K ﹤0.01%
5,800
1227
$5K ﹤0.01%
+690
1228
$5K ﹤0.01%
352
+309
1229
$5K ﹤0.01%
100
1230
$5K ﹤0.01%
385
-117
1231
$5K ﹤0.01%
226
1232
$5K ﹤0.01%
51
1233
$5K ﹤0.01%
53
1234
$5K ﹤0.01%
168
-71
1235
$5K ﹤0.01%
97
1236
$5K ﹤0.01%
80
1237
$5K ﹤0.01%
107
1238
$5K ﹤0.01%
+513
1239
$5K ﹤0.01%
+969
1240
$5K ﹤0.01%
33
-24
1241
$5K ﹤0.01%
366
1242
$5K ﹤0.01%
520
-45
1243
$5K ﹤0.01%
74
-52
1244
$5K ﹤0.01%
640
1245
$5K ﹤0.01%
207
1246
$5K ﹤0.01%
626
1247
$5K ﹤0.01%
+100
1248
$5K ﹤0.01%
+50
1249
$5K ﹤0.01%
44
-15
1250
$4K ﹤0.01%
95
48 49
50
51 52