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
1326
$2K ﹤0.01%
2,163
-3
1327
$2K ﹤0.01%
110
1328
$2K ﹤0.01%
164
+14
1329
$2K ﹤0.01%
+500
1330
$2K ﹤0.01%
524
1331
$2K ﹤0.01%
48
+41
1332
$2K ﹤0.01%
30
1333
$2K ﹤0.01%
62
1334
$2K ﹤0.01%
25
1335
$2K ﹤0.01%
+147
1336
$2K ﹤0.01%
100
1337
$2K ﹤0.01%
+32
1338
$2K ﹤0.01%
170
1339
$2K ﹤0.01%
31
1340
$2K ﹤0.01%
86
-100
1341
$2K ﹤0.01%
23
1342
$2K ﹤0.01%
163
1343
$2K ﹤0.01%
33
1344
$2K ﹤0.01%
32
1345
$2K ﹤0.01%
+582
1346
$2K ﹤0.01%
220
+195
1347
$2K ﹤0.01%
+693
1348
$2K ﹤0.01%
145
1349
$2K ﹤0.01%
+267
1350
$2K ﹤0.01%
+8
52 53
54
55 56