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
626
$224K ﹤0.01%
27,265
-100
627
$221K ﹤0.01%
+3,700
628
$220K ﹤0.01%
971
-10
629
$220K ﹤0.01%
2,130
-629
630
$218K ﹤0.01%
9,000
631
$217K ﹤0.01%
2,874
-368
632
$216K ﹤0.01%
10,001
633
$216K ﹤0.01%
7,538
+1,141
634
$211K ﹤0.01%
4,298
-21
635
$210K ﹤0.01%
2,000
-1,204
636
$209K ﹤0.01%
2,163
637
$208K ﹤0.01%
2,978
-250
638
$208K ﹤0.01%
3,742
639
$207K ﹤0.01%
4,854
+37
640
$202K ﹤0.01%
3,479
+1,482
641
$201K ﹤0.01%
+14,905
642
$200K ﹤0.01%
359
-70
643
$199K ﹤0.01%
407
-71
644
$198K ﹤0.01%
13,750
645
$198K ﹤0.01%
4,529
-93
646
$197K ﹤0.01%
2,500
-41
647
$195K ﹤0.01%
345
-27
648
$194K ﹤0.01%
1,150
649
$192K ﹤0.01%
2,647
-318
650
$191K ﹤0.01%
+1,000
24 25
26
27 28