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
326
$1.18M 0.02%
4,671
-47
327
$1.18M 0.02%
5,549
328
$1.18M 0.02%
17,008
329
$1.17M 0.02%
18,534
+14,519
330
$1.16M 0.02%
10,171
-521
331
$1.15M 0.02%
17,455
-1,130
332
$1.15M 0.02%
14,878
+7,636
333
$1.14M 0.02%
34,165
334
$1.14M 0.02%
5,260
+1,275
335
$1.13M 0.02%
11,972
-292
336
$1.13M 0.02%
1,948
+27
337
$1.12M 0.02%
14,411
-775
338
$1.12M 0.02%
35,521
-1,840
339
$1.12M 0.02%
22,931
340
$1.11M 0.02%
9,978
341
$1.11M 0.02%
13,994
+8
342
$1.11M 0.02%
10,601
343
$1.09M 0.02%
105,550
344
$1.09M 0.02%
14,546
-70
345
$1.09M 0.02%
4,492
+3,527
346
$1.06M 0.02%
55,995
+3,575
347
$1.06M 0.02%
4,097
+136
348
$1.06M 0.02%
20,940
-1,098
349
$1.06M 0.02%
7,600
-303
350
$1.05M 0.02%
12,724
-111
12 13
14
15 16