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
1301
$3K ﹤0.01%
150
1302
$3K ﹤0.01%
357
-243
1303
$3K ﹤0.01%
251
+61
1304
$3K ﹤0.01%
700
1305
$3K ﹤0.01%
+372
1306
$3K ﹤0.01%
45
1307
$3K ﹤0.01%
375
-131
1308
$3K ﹤0.01%
67
1309
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53
1310
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234
1311
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172
1312
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50
1313
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299
1314
$2K ﹤0.01%
139
-11
1315
$2K ﹤0.01%
32
1316
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32
1317
$2K ﹤0.01%
40
1318
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349
1319
$2K ﹤0.01%
897
+280
1320
$2K ﹤0.01%
36
1321
$2K ﹤0.01%
338
1322
$2K ﹤0.01%
241
1323
$2K ﹤0.01%
110
1324
$2K ﹤0.01%
164
+14
1325
$2K ﹤0.01%
+500
51 52
53
54 55