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
901
$54.8K ﹤0.01%
500
902
$54.3K ﹤0.01%
1,838
+164
903
$53.8K ﹤0.01%
637
904
$53.6K ﹤0.01%
308
-108
905
$53.4K ﹤0.01%
531
-1,803
906
$52.8K ﹤0.01%
1,713
-883
907
$51.3K ﹤0.01%
2,150
908
$51.3K ﹤0.01%
1,000
909
$51K ﹤0.01%
429
910
$50.8K ﹤0.01%
1,581
-174
911
$50.7K ﹤0.01%
1,061
-36
912
$50.5K ﹤0.01%
160
913
$50.2K ﹤0.01%
1,000
914
$50.2K ﹤0.01%
2,625
915
$49.9K ﹤0.01%
394
-190
916
$49.7K ﹤0.01%
1,000
-195
917
$49.6K ﹤0.01%
414
-219
918
$49.4K ﹤0.01%
3,524
-1,613
919
$49.4K ﹤0.01%
823
-289
920
$49.2K ﹤0.01%
325
-1
921
$49.1K ﹤0.01%
610
922
$49K ﹤0.01%
666
-11,085
923
$48.9K ﹤0.01%
2,625
924
$48.7K ﹤0.01%
1,000
925
$48.4K ﹤0.01%
434
-10
35 36
37
38 39