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
1451
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1452
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1453
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1454
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+106
1455
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1456
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-76,300
1457
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-1,123
1458
$0 ﹤0.01%
17
1459
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1460
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$0 ﹤0.01%
20
1462
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1463
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-250
1465
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$0 ﹤0.01%
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$0 ﹤0.01%
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1471
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200
1472
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$0 ﹤0.01%
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1475
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33
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57 58
59
60 61