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
501
$437K 0.01%
5,655
+2,393
502
$436K 0.01%
2,736
-36
503
$435K 0.01%
7,491
-1,334
504
$429K 0.01%
1,764
+1,267
505
$429K 0.01%
49,858
+48,361
506
$428K 0.01%
20,756
507
$423K 0.01%
9,780
508
$422K 0.01%
4,066
-5,749
509
$422K 0.01%
8,411
+1,181
510
$418K 0.01%
24,649
-338
511
$415K 0.01%
11,530
+3,867
512
$414K 0.01%
10,347
-9,501
513
$412K 0.01%
4,564
-416
514
$411K 0.01%
6,069
-1,421
515
$410K 0.01%
3,899
+2,740
516
$409K 0.01%
3,235
+454
517
$403K 0.01%
3,030
-570
518
$403K 0.01%
5,000
519
$402K 0.01%
780
-15
520
$401K 0.01%
6,719
+491
521
$399K 0.01%
6,479
-436
522
$398K 0.01%
12,633
-6,865
523
$394K 0.01%
17,086
+2,425
524
$392K 0.01%
7,865
-46
525
$391K 0.01%
1,909
-1
19 20
21
22 23