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
376
$900K 0.01%
1,118
-2,348
377
$886K 0.01%
8,706
+775
378
$878K 0.01%
73,655
-506
379
$875K 0.01%
17,670
+2,087
380
$856K 0.01%
6,298
-173
381
$851K 0.01%
2,516
+341
382
$850K 0.01%
7,457
-11,808
383
$844K 0.01%
3,460
+984
384
$833K 0.01%
8,000
385
$831K 0.01%
3,478
-378
386
$829K 0.01%
20,647
+1,489
387
$828K 0.01%
107,557
-29,318
388
$828K 0.01%
44,706
-481
389
$826K 0.01%
23,744
-1,263
390
$813K 0.01%
29,042
-37,398
391
$803K 0.01%
32,151
-23,168
392
$803K 0.01%
6,251
+1,138
393
$783K 0.01%
25,517
-961
394
$781K 0.01%
9,319
-10,386
395
$778K 0.01%
25,848
+362
396
$776K 0.01%
12,639
-1,478
397
$772K 0.01%
4,852
-3,389
398
$768K 0.01%
14,200
399
$765K 0.01%
7,884
-1,456
400
$765K 0.01%
2,702
+158
14 15
16
17 18