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
576
$288K ﹤0.01%
2,845
+181
577
$284K ﹤0.01%
6,703
-18
578
$283K ﹤0.01%
2,160
+841
579
$283K ﹤0.01%
2,775
-223
580
$280K ﹤0.01%
1,878
581
$278K ﹤0.01%
3,223
+156
582
$276K ﹤0.01%
3,862
-535
583
$275K ﹤0.01%
3,825
+3,700
584
$274K ﹤0.01%
+7,868
585
$273K ﹤0.01%
3,797
586
$273K ﹤0.01%
1,244
587
$273K ﹤0.01%
2,759
-320
588
$272K ﹤0.01%
893
589
$269K ﹤0.01%
14,667
-10,613
590
$269K ﹤0.01%
7,482
-118
591
$268K ﹤0.01%
3,330
+2,057
592
$268K ﹤0.01%
4,285
-77
593
$267K ﹤0.01%
1,211
-44
594
$266K ﹤0.01%
1,656
+72
595
$264K ﹤0.01%
3,407
-17
596
$262K ﹤0.01%
10,044
-2,699
597
$262K ﹤0.01%
4,285
-248
598
$259K ﹤0.01%
10,495
-8,000
599
$252K ﹤0.01%
10,500
+10,492
600
$251K ﹤0.01%
1,855
-53
22 23
24
25 26