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
651
$190K ﹤0.01%
325
-8
652
$190K ﹤0.01%
2,292
653
$189K ﹤0.01%
2,500
654
$188K ﹤0.01%
3,086
655
$187K ﹤0.01%
5,617
-145
656
$186K ﹤0.01%
2,000
657
$184K ﹤0.01%
7,034
-1,930
658
$182K ﹤0.01%
1,480
-5
659
$181K ﹤0.01%
1,707
+24
660
$179K ﹤0.01%
4,964
-202
661
$176K ﹤0.01%
2,715
-468
662
$176K ﹤0.01%
8,045
663
$176K ﹤0.01%
1,144
-4
664
$175K ﹤0.01%
2,000
-10
665
$172K ﹤0.01%
1,009
-51
666
$172K ﹤0.01%
816
-73
667
$172K ﹤0.01%
2,484
-5
668
$171K ﹤0.01%
1,225
-134
669
$167K ﹤0.01%
1,015
-2
670
$167K ﹤0.01%
3,004
671
$167K ﹤0.01%
6,643
-14,957
672
$165K ﹤0.01%
669
-34
673
$165K ﹤0.01%
4,768
-2,119
674
$164K ﹤0.01%
4,255
-112
675
$163K ﹤0.01%
3,144
25 26
27
28 29