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
776
$94.9K ﹤0.01%
2,649
-2,955
777
$94.8K ﹤0.01%
1,019
778
$94.8K ﹤0.01%
+30,000
779
$94.8K ﹤0.01%
401
-396
780
$94.2K ﹤0.01%
2,885
781
$94.2K ﹤0.01%
2,391
-337
782
$93.7K ﹤0.01%
+556
783
$93.7K ﹤0.01%
955
-19
784
$93.2K ﹤0.01%
1,025
-509
785
$93.1K ﹤0.01%
1,586
786
$91.9K ﹤0.01%
+2,000
787
$91.6K ﹤0.01%
926
788
$91.6K ﹤0.01%
1,672
+1,064
789
$91.2K ﹤0.01%
2,500
790
$91K ﹤0.01%
714
-11
791
$90.9K ﹤0.01%
1,900
792
$90.2K ﹤0.01%
1,355
-1,500
793
$90K ﹤0.01%
+1,000
794
$89.9K ﹤0.01%
1,715
+1,500
795
$89.7K ﹤0.01%
1,050
796
$89.3K ﹤0.01%
1,741
-13
797
$88.7K ﹤0.01%
3,038
798
$88.6K ﹤0.01%
800
799
$87.6K ﹤0.01%
1,834
800
$87.6K ﹤0.01%
565
-1
30 31
32
33 34