WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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%
30
1327
$2K ﹤0.01%
62
1328
$2K ﹤0.01%
100
1329
$2K ﹤0.01%
+267
1330
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+140
1331
$2K ﹤0.01%
62
1332
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253
1333
$2K ﹤0.01%
1,688
1334
$2K ﹤0.01%
123
-16
1335
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139
-11
1336
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32
1337
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32
1338
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40
1339
$2K ﹤0.01%
349
1340
$2K ﹤0.01%
897
+280
1341
$2K ﹤0.01%
36
1342
$2K ﹤0.01%
+32
1343
$2K ﹤0.01%
170
1344
$2K ﹤0.01%
31
1345
$2K ﹤0.01%
86
-100
1346
$2K ﹤0.01%
23
1347
$2K ﹤0.01%
163
1348
$2K ﹤0.01%
33
1349
$2K ﹤0.01%
32
1350
$2K ﹤0.01%
+582
52 53
54
55 56