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
951
$42.9K ﹤0.01%
199
-159
952
$42.8K ﹤0.01%
100
-19
953
$42.4K ﹤0.01%
2,944
-3,035
954
$42.2K ﹤0.01%
230
955
$42.2K ﹤0.01%
674
956
$42.1K ﹤0.01%
169
-5
957
$41.9K ﹤0.01%
1,176
-11
958
$41.8K ﹤0.01%
4,323
959
$41.3K ﹤0.01%
798
-4
960
$41.2K ﹤0.01%
524
-2
961
$41.1K ﹤0.01%
518
-1,200
962
$40.8K ﹤0.01%
781
963
$40.5K ﹤0.01%
500
964
$40.1K ﹤0.01%
1,097
965
$40.1K ﹤0.01%
1,261
-4
966
$39.6K ﹤0.01%
+2,000
967
$39.5K ﹤0.01%
936
968
$39.4K ﹤0.01%
620
969
$39.3K ﹤0.01%
5,706
970
$38.3K ﹤0.01%
1,496
971
$38K ﹤0.01%
2,682
-355,575
972
$37.9K ﹤0.01%
321
-8
973
$37.9K ﹤0.01%
190
-1,244
974
$37.2K ﹤0.01%
895
+30
975
$37.1K ﹤0.01%
697
-384
37 38
39
40 41