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
1326
$2K ﹤0.01%
524
1327
$2K ﹤0.01%
25
1328
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+147
1329
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+32
1330
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170
1331
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31
1332
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86
-100
1333
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23
1334
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163
1335
$2K ﹤0.01%
33
1336
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32
1337
$2K ﹤0.01%
+582
1338
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220
+195
1339
$2K ﹤0.01%
+693
1340
$2K ﹤0.01%
145
1341
$2K ﹤0.01%
+8
1342
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70
1343
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88
1344
$2K ﹤0.01%
120
1345
$2K ﹤0.01%
41
1346
$2K ﹤0.01%
186
1347
$2K ﹤0.01%
2,000
1348
$2K ﹤0.01%
95
1349
$2K ﹤0.01%
100
1350
$2K ﹤0.01%
2,163
-3
52 53
54
55 56