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
276
$1.84M 0.03%
33,175
277
$1.82M 0.03%
16,500
+15,592
278
$1.8M 0.03%
12,038
-584
279
$1.8M 0.03%
13,183
-19,816
280
$1.77M 0.03%
19,745
-8,543
281
$1.76M 0.03%
9,838
-10,543
282
$1.75M 0.03%
35,033
-125
283
$1.7M 0.03%
4,057
284
$1.62M 0.03%
7,877
-168
285
$1.61M 0.03%
5,187
+2
286
$1.59M 0.03%
12,589
+1,065
287
$1.59M 0.03%
13,555
-5,899
288
$1.56M 0.03%
16,460
-5,899
289
$1.55M 0.03%
10,490
290
$1.53M 0.02%
2,815
-1,380
291
$1.51M 0.02%
27,566
-6,028
292
$1.49M 0.02%
60,227
+26,631
293
$1.49M 0.02%
948
+73
294
$1.48M 0.02%
12,979
295
$1.46M 0.02%
57,684
-30,480
296
$1.46M 0.02%
5,346
-14
297
$1.46M 0.02%
31,515
298
$1.42M 0.02%
17,983
-6,650
299
$1.4M 0.02%
18,570
+4,116
300
$1.4M 0.02%
24,952
+6,356
10 11
12
13 14