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
$6.17B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,727
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.5M
3
+$9.62M
4
COIN icon
Coinbase
COIN
+$6.87M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$6.73M

Top Sells

1
+$15.6M
2
+$14.6M
3
+$12M
4
ALB icon
Albemarle
ALB
+$10.3M
5
SYK icon
Stryker
SYK
+$10.3M

Sector Composition

1 Technology 22.79%
2 Financials 12.79%
3 Healthcare 8.29%
4 Consumer Discretionary 8.25%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.58M 0.06%
61,819
-2,664
227
$3.55M 0.06%
69,215
-39,001
228
$3.48M 0.06%
7,429
-1,258
229
$3.39M 0.06%
100,780
-8,714
230
$3.38M 0.05%
42,447
-1,216
231
$3.37M 0.05%
160,095
232
$3.25M 0.05%
16,993
-853
233
$3.18M 0.05%
42,368
-1,006
234
$3.11M 0.05%
46,102
-255
235
$3.01M 0.05%
8,937
-36
236
$2.93M 0.05%
75,057
-50
237
$2.91M 0.05%
6,423
+204
238
$2.87M 0.05%
73,523
-856
239
$2.84M 0.05%
20,492
-162
240
$2.81M 0.05%
47,438
+46,417
241
$2.79M 0.05%
53,715
-469
242
$2.74M 0.04%
10,553
-83
243
$2.74M 0.04%
12,168
-417
244
$2.67M 0.04%
51,346
-19,290
245
$2.67M 0.04%
89,714
+1,347
246
$2.59M 0.04%
50,429
-23,514
247
$2.57M 0.04%
82,558
-4,357
248
$2.56M 0.04%
12,444
-199
249
$2.51M 0.04%
9,208
-912
250
$2.49M 0.04%
26,794
-59
8 9
10
11 12