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
701
$139K ﹤0.01%
543
+335
702
$138K ﹤0.01%
1,586
703
$138K ﹤0.01%
3,916
704
$138K ﹤0.01%
2,230
-1,296
705
$137K ﹤0.01%
12,068
-4,289
706
$137K ﹤0.01%
1,836
707
$137K ﹤0.01%
1,000
708
$137K ﹤0.01%
1,553
-3
709
$137K ﹤0.01%
1,073
-44
710
$136K ﹤0.01%
301
-41
711
$133K ﹤0.01%
1,134
712
$132K ﹤0.01%
1,110
-1
713
$132K ﹤0.01%
4,444
-179
714
$131K ﹤0.01%
2,475
715
$131K ﹤0.01%
477
-76
716
$130K ﹤0.01%
2,269
717
$130K ﹤0.01%
2,508
+1,500
718
$129K ﹤0.01%
1,376
+1,136
719
$128K ﹤0.01%
154
-4
720
$127K ﹤0.01%
105
-52
721
$127K ﹤0.01%
1,380
722
$126K ﹤0.01%
1,625
-24
723
$126K ﹤0.01%
3,440
724
$126K ﹤0.01%
+2,725
725
$125K ﹤0.01%
17,958
27 28
29
30 31