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
726
$125K ﹤0.01%
2,328
-7,055
727
$125K ﹤0.01%
550
+96
728
$125K ﹤0.01%
4,600
-81
729
$124K ﹤0.01%
1,050
-62
730
$122K ﹤0.01%
967
-328
731
$120K ﹤0.01%
2,372
-582
732
$119K ﹤0.01%
46
-5
733
$119K ﹤0.01%
1,004
-169
734
$119K ﹤0.01%
1,253
735
$116K ﹤0.01%
4,240
736
$116K ﹤0.01%
6,187
-918
737
$116K ﹤0.01%
1,168
-158
738
$116K ﹤0.01%
10,726
-1,095
739
$114K ﹤0.01%
1,631
-140
740
$114K ﹤0.01%
2,000
741
$114K ﹤0.01%
1,637
-1,100
742
$113K ﹤0.01%
3,629
743
$112K ﹤0.01%
700
-9
744
$112K ﹤0.01%
1,234
-221
745
$112K ﹤0.01%
3,219
-115
746
$112K ﹤0.01%
2,216
747
$112K ﹤0.01%
3,115
-143
748
$111K ﹤0.01%
541
-101
749
$110K ﹤0.01%
2,000
750
$109K ﹤0.01%
3,460
28 29
30
31 32