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
826
$77.6K ﹤0.01%
16,910
827
$77.6K ﹤0.01%
1,800
-1,174
828
$77.5K ﹤0.01%
957
829
$76.6K ﹤0.01%
1,201
-56
830
$75.8K ﹤0.01%
3,250
831
$75.2K ﹤0.01%
3,881
+549
832
$75K ﹤0.01%
+4,577
833
$74.8K ﹤0.01%
150
-5
834
$74.8K ﹤0.01%
1,167
+6
835
$73.7K ﹤0.01%
1,500
+1,485
836
$73.5K ﹤0.01%
+138
837
$72.8K ﹤0.01%
8,588
838
$72.7K ﹤0.01%
2,450
839
$71.9K ﹤0.01%
1,840
+1,725
840
$71.8K ﹤0.01%
198
-27
841
$71.8K ﹤0.01%
2,000
842
$71.7K ﹤0.01%
750
843
$71.6K ﹤0.01%
1,800
844
$71.3K ﹤0.01%
1,100
-32
845
$71.1K ﹤0.01%
1,023
846
$70.9K ﹤0.01%
1,731
847
$70.8K ﹤0.01%
6,852
+4,012
848
$70.5K ﹤0.01%
267
-29
849
$70.5K ﹤0.01%
2,449
-615
850
$69.1K ﹤0.01%
800
32 33
34
35 36