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
1301
$3K ﹤0.01%
122
-319
1302
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1303
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1304
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52
1305
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234
1306
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172
1307
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50
1308
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1309
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1310
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142
-7
1311
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165
1312
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625
1313
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299
1314
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41
1315
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139
-11
1316
$2K ﹤0.01%
32
1317
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32
1318
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40
1319
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349
1320
$2K ﹤0.01%
897
+280
1321
$2K ﹤0.01%
95
1322
$2K ﹤0.01%
36
1323
$2K ﹤0.01%
338
1324
$2K ﹤0.01%
100
1325
$2K ﹤0.01%
241
51 52
53
54 55