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
676
$160K ﹤0.01%
2,060
-1,246
677
$160K ﹤0.01%
1,158
-1,793
678
$157K ﹤0.01%
12,956
679
$154K ﹤0.01%
5,000
+1,000
680
$154K ﹤0.01%
468
-59
681
$151K ﹤0.01%
3,200
682
$150K ﹤0.01%
1,081
-41
683
$149K ﹤0.01%
2,532
-96
684
$149K ﹤0.01%
2,813
685
$148K ﹤0.01%
2,665
-3,128
686
$147K ﹤0.01%
1,223
687
$146K ﹤0.01%
3,344
688
$145K ﹤0.01%
2,004
-180
689
$144K ﹤0.01%
2,205
690
$144K ﹤0.01%
821
691
$143K ﹤0.01%
16,490
-842
692
$143K ﹤0.01%
2,870
-123
693
$143K ﹤0.01%
1,990
+46
694
$141K ﹤0.01%
2,987
-411
695
$141K ﹤0.01%
3,780
+6
696
$140K ﹤0.01%
7,330
697
$140K ﹤0.01%
1,726
-21
698
$140K ﹤0.01%
839
-438
699
$140K ﹤0.01%
3,755
-18,789
700
$140K ﹤0.01%
800
26 27
28
29 30