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
51
$27.5M 0.45%
144,896
+1,436
52
$27.5M 0.45%
118,667
-15,046
53
$27.3M 0.44%
103,572
+4,330
54
$27.2M 0.44%
70,387
+810
55
$26.6M 0.43%
171,616
+1,528
56
$25.9M 0.42%
74,680
-1,479
57
$25.5M 0.41%
210,800
+4,404
58
$25.3M 0.41%
189,536
+7,245
59
$25.3M 0.41%
33,419
+971
60
$25.1M 0.41%
57,090
+931
61
$24.8M 0.4%
278,299
+3,387
62
$24M 0.39%
81,088
+101
63
$23.9M 0.39%
102,683
-1,288
64
$23.8M 0.39%
90,716
-2,251
65
$23.7M 0.38%
136,484
+39,513
66
$23.5M 0.38%
180,676
+923
67
$23.1M 0.37%
36,934
+276
68
$22.9M 0.37%
413,019
+501
69
$22.6M 0.37%
35,820
-2,967
70
$22.2M 0.36%
235,688
+1,835
71
$21.4M 0.35%
295,073
+1,440
72
$20.6M 0.33%
420,986
+6,848
73
$20.5M 0.33%
364,933
+4,102
74
$20.3M 0.33%
25,057
-75
75
$20.3M 0.33%
137,482
+4,336
1 2
3
4 5