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
751
$108K ﹤0.01%
2,368
-1,494
752
$108K ﹤0.01%
1,712
+1,109
753
$108K ﹤0.01%
1,477
-242
754
$107K ﹤0.01%
1,140
-47
755
$107K ﹤0.01%
40,223
756
$107K ﹤0.01%
27,574
757
$107K ﹤0.01%
10,240
758
$107K ﹤0.01%
500
759
$105K ﹤0.01%
1,420
-39
760
$105K ﹤0.01%
375
761
$104K ﹤0.01%
4,450
-780
762
$104K ﹤0.01%
+2,444
763
$104K ﹤0.01%
966
-38
764
$103K ﹤0.01%
1,173
-1
765
$103K ﹤0.01%
1,000
766
$101K ﹤0.01%
1,156
767
$100K ﹤0.01%
1,186
-6
768
$99.4K ﹤0.01%
1,625
-865
769
$99K ﹤0.01%
1,974
-5
770
$97.5K ﹤0.01%
1,806
771
$97.4K ﹤0.01%
8,000
772
$97.4K ﹤0.01%
3,038
-13,098
773
$97K ﹤0.01%
1,532
-6,724
774
$95.8K ﹤0.01%
4,842
+650
775
$95.5K ﹤0.01%
3,050
-1,443
29 30
31
32 33