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
1001
$32.2K ﹤0.01%
390
-134
1002
$32.1K ﹤0.01%
785
1003
$31.8K ﹤0.01%
1,500
1004
$31.8K ﹤0.01%
433
1005
$31.6K ﹤0.01%
207
-1,844
1006
$31.6K ﹤0.01%
210
1007
$31.1K ﹤0.01%
174
1008
$31.1K ﹤0.01%
192
-46
1009
$31K ﹤0.01%
340
-3,104
1010
$30.9K ﹤0.01%
1,951
+1,578
1011
$30.7K ﹤0.01%
283
1012
$30.3K ﹤0.01%
198
1013
$30.3K ﹤0.01%
209
1014
$30.1K ﹤0.01%
824
-275
1015
$30K ﹤0.01%
6,812
1016
$29.9K ﹤0.01%
1,229
1017
$29.8K ﹤0.01%
+744
1018
$29.8K ﹤0.01%
+399
1019
$29.2K ﹤0.01%
140
1020
$29.1K ﹤0.01%
154
1021
$29K ﹤0.01%
645
-125
1022
$28.9K ﹤0.01%
280
-148
1023
$28.5K ﹤0.01%
262
1024
$28.2K ﹤0.01%
500
1025
$28K ﹤0.01%
443
39 40
41
42 43