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
1376
$1K ﹤0.01%
501
-485
1377
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41
-37
1378
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265
1379
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43
1380
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100
1381
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35
1382
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+160
1383
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10
1384
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37
1385
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4
1386
$1K ﹤0.01%
+42
1387
$1K ﹤0.01%
50
1388
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176
-11
1389
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36
-75
1390
$1K ﹤0.01%
159
1391
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75
1392
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23
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132
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1394
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33
+5
1395
$1K ﹤0.01%
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1396
$1K ﹤0.01%
+30
1397
$1K ﹤0.01%
94
1398
$1K ﹤0.01%
23
1399
$1K ﹤0.01%
74
1400
$1K ﹤0.01%
20
-30
54 55
56
57 58