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
1351
$2K ﹤0.01%
70
1352
$2K ﹤0.01%
88
1353
$2K ﹤0.01%
120
1354
$2K ﹤0.01%
+140
1355
$2K ﹤0.01%
31
1356
$2K ﹤0.01%
253
1357
$2K ﹤0.01%
186
1358
$2K ﹤0.01%
2,000
1359
$2K ﹤0.01%
1,688
1360
$2K ﹤0.01%
123
-16
1361
$1K ﹤0.01%
102
1362
$1K ﹤0.01%
+75
1363
$1K ﹤0.01%
55
1364
$1K ﹤0.01%
47
1365
$1K ﹤0.01%
+105
1366
$1K ﹤0.01%
186
1367
$1K ﹤0.01%
29
1368
$1K ﹤0.01%
+8
1369
$1K ﹤0.01%
119
1370
$1K ﹤0.01%
36
+31
1371
$1K ﹤0.01%
134
-9,700
1372
$1K ﹤0.01%
36
1373
$1K ﹤0.01%
30
1374
$1K ﹤0.01%
+33
1375
$1K ﹤0.01%
+100
53 54
55
56 57