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
801
$87.3K ﹤0.01%
3,751
802
$87.2K ﹤0.01%
900
803
$87.1K ﹤0.01%
1,035
-52
804
$86.9K ﹤0.01%
1,762
805
$86.6K ﹤0.01%
317
-139
806
$86.5K ﹤0.01%
643
-115
807
$86.4K ﹤0.01%
1,295
808
$85.9K ﹤0.01%
1,119
+1,069
809
$85.7K ﹤0.01%
850
-43
810
$85.5K ﹤0.01%
861
-16
811
$85.3K ﹤0.01%
2,661
+1,831
812
$84.9K ﹤0.01%
1,360
-55
813
$84.1K ﹤0.01%
1,885
814
$83.7K ﹤0.01%
2,187
815
$83.5K ﹤0.01%
2,223
816
$81.8K ﹤0.01%
446
817
$80.7K ﹤0.01%
+3,629
818
$79.7K ﹤0.01%
932
-4,556
819
$79.6K ﹤0.01%
1,424
-846
820
$79.1K ﹤0.01%
1,073
821
$78.4K ﹤0.01%
880
+629
822
$78.3K ﹤0.01%
850
-5
823
$77.9K ﹤0.01%
2,000
824
$77.8K ﹤0.01%
391
-488
825
$77.8K ﹤0.01%
4,191
31 32
33
34 35