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
851
$69K ﹤0.01%
684
-258
852
$68.3K ﹤0.01%
810
853
$68.1K ﹤0.01%
3,278
-402
854
$67.2K ﹤0.01%
620
-259
855
$66.9K ﹤0.01%
1,162
-126
856
$66.8K ﹤0.01%
+1,594
857
$66.8K ﹤0.01%
1,097
-1,000
858
$66.7K ﹤0.01%
560
-2,524
859
$66.6K ﹤0.01%
439
-2,505
860
$65.6K ﹤0.01%
516
-12
861
$65.3K ﹤0.01%
350
862
$65.1K ﹤0.01%
500
863
$64.9K ﹤0.01%
1,048
864
$64.9K ﹤0.01%
400
865
$64.6K ﹤0.01%
200
-27
866
$64.5K ﹤0.01%
3,061
-523
867
$63.1K ﹤0.01%
361
-68
868
$63K ﹤0.01%
1,202
869
$62.5K ﹤0.01%
+1,000
870
$62.4K ﹤0.01%
502
871
$62.4K ﹤0.01%
647
-4
872
$62.2K ﹤0.01%
625
873
$61.7K ﹤0.01%
2,410
874
$61.4K ﹤0.01%
318
875
$61K ﹤0.01%
105
+103
33 34
35
36 37