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
1276
$4K ﹤0.01%
77
1277
$4K ﹤0.01%
86
1278
$4K ﹤0.01%
+100
1279
$4K ﹤0.01%
289
1280
$4K ﹤0.01%
365
+258
1281
$3K ﹤0.01%
283
-45
1282
$3K ﹤0.01%
375
-127
1283
$3K ﹤0.01%
102
-38
1284
$3K ﹤0.01%
200
1285
$3K ﹤0.01%
201
1286
$3K ﹤0.01%
434
1287
$3K ﹤0.01%
1,028
1288
$3K ﹤0.01%
71
1289
$3K ﹤0.01%
96
1290
$3K ﹤0.01%
116
-3,400
1291
$3K ﹤0.01%
341
1292
$3K ﹤0.01%
111
1293
$3K ﹤0.01%
+380
1294
$3K ﹤0.01%
150
1295
$3K ﹤0.01%
357
-243
1296
$3K ﹤0.01%
251
+61
1297
$3K ﹤0.01%
700
1298
$3K ﹤0.01%
+372
1299
$3K ﹤0.01%
45
1300
$3K ﹤0.01%
375
-131
50 51
52
53 54