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
451
$577K 0.01%
1,101
452
$571K 0.01%
7,417
-1,301
453
$570K 0.01%
5,148
-161
454
$569K 0.01%
62,486
+8,857
455
$568K 0.01%
3,984
-1
456
$565K 0.01%
20,992
-6,416
457
$563K 0.01%
2,504
-271
458
$559K 0.01%
58,020
-7,433
459
$559K 0.01%
10,943
-5,325
460
$556K 0.01%
4,269
+1,137
461
$552K 0.01%
3,630
+10
462
$539K 0.01%
2,666
-2
463
$535K 0.01%
3,552
+1,456
464
$528K 0.01%
13,307
+1,381
465
$527K 0.01%
4,895
-44
466
$523K 0.01%
2,636
-163
467
$521K 0.01%
3,803
-2,831
468
$516K 0.01%
23,357
-309
469
$513K 0.01%
1,260
+365
470
$508K 0.01%
3,082
-35
471
$507K 0.01%
14,917
472
$506K 0.01%
23,256
473
$506K 0.01%
+13,077
474
$496K 0.01%
5,216
+242
475
$495K 0.01%
5,350
17 18
19
20 21