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
1026
$27.9K ﹤0.01%
356
1027
$27.9K ﹤0.01%
+10,000
1028
$27.8K ﹤0.01%
229
-155
1029
$27.6K ﹤0.01%
281
1030
$27.1K ﹤0.01%
399
1031
$27K ﹤0.01%
405
-1
1032
$26.9K ﹤0.01%
1,211
-97,185
1033
$26.5K ﹤0.01%
3,665
1034
$26.3K ﹤0.01%
2,400
1035
$26.1K ﹤0.01%
1,159
1036
$26K ﹤0.01%
3,000
1037
$26K ﹤0.01%
90
-9
1038
$25.8K ﹤0.01%
398
1039
$25.8K ﹤0.01%
1,118
1040
$25.8K ﹤0.01%
427
-176
1041
$25.7K ﹤0.01%
410
1042
$25.6K ﹤0.01%
825
-960
1043
$25.6K ﹤0.01%
128
-5
1044
$25.6K ﹤0.01%
1,372
1045
$25.6K ﹤0.01%
390
1046
$25.5K ﹤0.01%
910
1047
$25.4K ﹤0.01%
1,392
-268
1048
$25.4K ﹤0.01%
664
1049
$25.3K ﹤0.01%
205
-2
1050
$25.3K ﹤0.01%
382