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
251
$2.47M 0.04%
29,014
252
$2.45M 0.04%
13,700
+227
253
$2.36M 0.04%
9,957
-3
254
$2.3M 0.04%
19,666
-18,237
255
$2.25M 0.04%
15,451
-92
256
$2.23M 0.04%
13,587
-118
257
$2.22M 0.04%
110,743
-6,221
258
$2.21M 0.04%
19,040
-172
259
$2.2M 0.04%
18,917
260
$2.16M 0.04%
22,114
-58
261
$2.14M 0.03%
17,615
-1,651
262
$2.12M 0.03%
4,378
-14
263
$2.12M 0.03%
7,066
-231
264
$2.1M 0.03%
17,643
-19
265
$2.08M 0.03%
19,181
-3,047
266
$2.07M 0.03%
10,478
-22
267
$2.05M 0.03%
17,674
-1,080
268
$2.05M 0.03%
35,660
-1,283
269
$2.03M 0.03%
12,867
+3,078
270
$1.98M 0.03%
40,869
-3,089
271
$1.96M 0.03%
40,290
-1,830
272
$1.88M 0.03%
529
-1
273
$1.87M 0.03%
33,424
-135
274
$1.86M 0.03%
36,853
+12,837
275
$1.85M 0.03%
10,633
-458
9 10
11
12 13