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
351
$1.05M 0.02%
16,050
-1,741
352
$1.03M 0.02%
38,176
+15,932
353
$1.01M 0.02%
2,195
+166
354
$1.01M 0.02%
6,492
+332
355
$1M 0.02%
14,899
+1,682
356
$1M 0.02%
90,405
-161,987
357
$982K 0.02%
8,715
+43
358
$980K 0.02%
8,359
359
$980K 0.02%
26,076
-44,361
360
$979K 0.02%
9,607
-101
361
$974K 0.02%
6,656
+774
362
$971K 0.02%
56,559
+11,427
363
$968K 0.02%
6,706
-4
364
$963K 0.02%
+11,708
365
$962K 0.02%
3,212
-34,416
366
$961K 0.02%
37,500
-3,080
367
$955K 0.02%
3,808
-305
368
$940K 0.02%
58,070
+311
369
$931K 0.02%
2,383
-12
370
$925K 0.02%
15,031
-1,071
371
$925K 0.02%
5,771
-518
372
$924K 0.02%
14,334
-162
373
$905K 0.01%
2,328
-28
374
$904K 0.01%
4,964
-264
375
$902K 0.01%
8,401
+1,341
13 14
15
16 17