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
926
$48.3K ﹤0.01%
676
-218
927
$48K ﹤0.01%
785
-329
928
$47.8K ﹤0.01%
441
929
$47.5K ﹤0.01%
840
-130
930
$47.5K ﹤0.01%
2,200
931
$47.1K ﹤0.01%
788
932
$47K ﹤0.01%
965
933
$46.9K ﹤0.01%
329
-16
934
$46.8K ﹤0.01%
994
935
$46.5K ﹤0.01%
1,530
-8,500
936
$46.2K ﹤0.01%
3,112
+1,578
937
$45.7K ﹤0.01%
786
938
$45.5K ﹤0.01%
1,533
939
$45K ﹤0.01%
475
-175
940
$44.9K ﹤0.01%
1,313
941
$44.7K ﹤0.01%
862
942
$44.7K ﹤0.01%
718
943
$44.5K ﹤0.01%
1,213
944
$44.1K ﹤0.01%
1,696
945
$44.1K ﹤0.01%
2,500
946
$43.9K ﹤0.01%
1,029
-41
947
$43.6K ﹤0.01%
3,000
948
$43.3K ﹤0.01%
1,289
-1,217
949
$43.3K ﹤0.01%
1,966
950
$43.2K ﹤0.01%
151
-90
36 37
38
39 40