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
976
$36.3K ﹤0.01%
2,957
977
$35.9K ﹤0.01%
+779
978
$35.9K ﹤0.01%
277
979
$35.7K ﹤0.01%
10
980
$35.5K ﹤0.01%
550
-774
981
$35.2K ﹤0.01%
654
+10
982
$35.1K ﹤0.01%
218
+3
983
$34.9K ﹤0.01%
522
-2
984
$34.6K ﹤0.01%
566
+8
985
$33.9K ﹤0.01%
902
-138
986
$33.9K ﹤0.01%
1,119
+31
987
$33.5K ﹤0.01%
578
+567
988
$33.5K ﹤0.01%
4,246
-2,898
989
$33.3K ﹤0.01%
927
-21
990
$33.1K ﹤0.01%
233
-68
991
$33K ﹤0.01%
1,048
-10
992
$32.9K ﹤0.01%
1,300
993
$32.8K ﹤0.01%
151
-5
994
$32.7K ﹤0.01%
920
-25
995
$32.5K ﹤0.01%
392
996
$32.5K ﹤0.01%
762
997
$32.3K ﹤0.01%
2,023
998
$32.3K ﹤0.01%
600
-350
999
$32.3K ﹤0.01%
157
1000
$32.3K ﹤0.01%
2,818
38 39
40
41 42