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
1051
$25.2K ﹤0.01%
1,105
-610
1052
$25.2K ﹤0.01%
841
1053
$25.1K ﹤0.01%
321
1054
$25K ﹤0.01%
990
1055
$24.9K ﹤0.01%
713
-671
1056
$24.7K ﹤0.01%
290
-580
1057
$24.7K ﹤0.01%
285
1058
$24.7K ﹤0.01%
138
-7
1059
$24.6K ﹤0.01%
2,278
-51
1060
$24.4K ﹤0.01%
150
-8
1061
$24.4K ﹤0.01%
305
-550
1062
$24.2K ﹤0.01%
765
1063
$24.2K ﹤0.01%
200
1064
$24.1K ﹤0.01%
2,638
+1,740
1065
$24.1K ﹤0.01%
317
+300
1066
$23.7K ﹤0.01%
+641
1067
$23.6K ﹤0.01%
+1,000
1068
$23.6K ﹤0.01%
1,303
1069
$23.6K ﹤0.01%
195
-117
1070
$23.5K ﹤0.01%
290
1071
$23.4K ﹤0.01%
200
1072
$23.4K ﹤0.01%
462
+453
1073
$23.3K ﹤0.01%
733
1074
$23.2K ﹤0.01%
336
1075
$23.2K ﹤0.01%
760
-452
41 42
43
44 45