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
301
$1.4M 0.02%
42,564
-16,501
302
$1.38M 0.02%
37,517
-326,372
303
$1.37M 0.02%
5,628
-32
304
$1.37M 0.02%
9,716
+3
305
$1.36M 0.02%
5,034
306
$1.35M 0.02%
3,815
-30
307
$1.35M 0.02%
10,777
-113
308
$1.32M 0.02%
4,551
-15
309
$1.32M 0.02%
8,925
+537
310
$1.32M 0.02%
19,584
+1,257
311
$1.3M 0.02%
18,971
-1,425
312
$1.3M 0.02%
5,745
+381
313
$1.27M 0.02%
34,307
+17,779
314
$1.27M 0.02%
7,348
-3
315
$1.25M 0.02%
13,767
316
$1.25M 0.02%
16,798
+482
317
$1.24M 0.02%
25,909
-232
318
$1.23M 0.02%
73,133
-38,180
319
$1.22M 0.02%
18,580
-1,006
320
$1.22M 0.02%
16,819
-20,540
321
$1.22M 0.02%
8,422
-200
322
$1.22M 0.02%
13,045
-738
323
$1.21M 0.02%
13,540
-541
324
$1.2M 0.02%
2,168
-40
325
$1.19M 0.02%
31,201
-3,750
11 12
13
14 15