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
426
$661K 0.01%
12,636
+7
427
$652K 0.01%
2,722
-26
428
$649K 0.01%
9,237
-328
429
$644K 0.01%
637
-52
430
$641K 0.01%
6,883
-9
431
$641K 0.01%
101,481
+14,322
432
$634K 0.01%
25,903
433
$632K 0.01%
10,000
434
$629K 0.01%
8,739
-13,622
435
$627K 0.01%
19,142
+2,384
436
$625K 0.01%
20,540
-70
437
$621K 0.01%
7,365
438
$621K 0.01%
24,100
+7,552
439
$614K 0.01%
8,503
-71
440
$613K 0.01%
4,555
+1,216
441
$613K 0.01%
4,500
442
$612K 0.01%
48,095
443
$610K 0.01%
8,345
-1,838
444
$610K 0.01%
2,000
+373
445
$606K 0.01%
32,435
+4,385
446
$601K 0.01%
14,519
-625
447
$598K 0.01%
3,195
+694
448
$585K 0.01%
1,884
+86
449
$584K 0.01%
19,869
-31,077
450
$584K 0.01%
11,969
16 17
18
19 20