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
601
$251K ﹤0.01%
2,125
602
$251K ﹤0.01%
7,673
-142,590
603
$250K ﹤0.01%
2,637
604
$246K ﹤0.01%
2,136
-458
605
$242K ﹤0.01%
10,308
+7,669
606
$241K ﹤0.01%
1,614
+413
607
$240K ﹤0.01%
7,259
+4,864
608
$240K ﹤0.01%
3,405
609
$240K ﹤0.01%
6,770
610
$240K ﹤0.01%
5,594
-278
611
$239K ﹤0.01%
+11,567
612
$236K ﹤0.01%
1,775
613
$236K ﹤0.01%
4,107
+2,848
614
$235K ﹤0.01%
9,400
615
$235K ﹤0.01%
13,910
+8,910
616
$234K ﹤0.01%
11,617
+28
617
$234K ﹤0.01%
4,215
-489
618
$234K ﹤0.01%
3,068
+1,578
619
$230K ﹤0.01%
1,542
+36
620
$230K ﹤0.01%
7,098
-56
621
$230K ﹤0.01%
4,500
-135
622
$229K ﹤0.01%
2,685
+307
623
$228K ﹤0.01%
1,143
-99
624
$227K ﹤0.01%
43,655
-947
625
$225K ﹤0.01%
2,000
+187
23 24
25
26 27