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
876
$60.5K ﹤0.01%
333
877
$60.3K ﹤0.01%
2,031
878
$59.2K ﹤0.01%
727
-132
879
$59.1K ﹤0.01%
2,577
880
$59K ﹤0.01%
4,634
+2,317
881
$58.9K ﹤0.01%
1,300
-104
882
$58.8K ﹤0.01%
904
+35
883
$58.4K ﹤0.01%
508
884
$58.4K ﹤0.01%
271
885
$58.1K ﹤0.01%
1,758
+1,000
886
$57.6K ﹤0.01%
473
887
$57.5K ﹤0.01%
2,000
888
$57.4K ﹤0.01%
695
889
$57.2K ﹤0.01%
1,411
+70
890
$56.7K ﹤0.01%
3,997
-225
891
$56.7K ﹤0.01%
1,560
892
$56K ﹤0.01%
2,979
+125
893
$55.9K ﹤0.01%
179
894
$55.8K ﹤0.01%
1,900
895
$55.6K ﹤0.01%
935
+209
896
$55.5K ﹤0.01%
2,088
-4
897
$55.3K ﹤0.01%
3,000
-15
898
$55.2K ﹤0.01%
557
+3
899
$55K ﹤0.01%
1,500
900
$54.9K ﹤0.01%
360
34 35
36
37 38