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
1076
$23.1K ﹤0.01%
1,500
1077
$23.1K ﹤0.01%
214
-10
1078
$23.1K ﹤0.01%
343
-18
1079
$22.8K ﹤0.01%
269
-165
1080
$22.8K ﹤0.01%
188
1081
$22.8K ﹤0.01%
273
1082
$22.8K ﹤0.01%
63
-98
1083
$22.7K ﹤0.01%
627
-53
1084
$22.6K ﹤0.01%
95
-90
1085
$22.4K ﹤0.01%
242
-251
1086
$22.4K ﹤0.01%
129
-120
1087
$22.4K ﹤0.01%
436
1088
$22.3K ﹤0.01%
425
1089
$22.2K ﹤0.01%
205
-4
1090
$21.9K ﹤0.01%
465
-1
1091
$21.8K ﹤0.01%
493
-462
1092
$21.4K ﹤0.01%
1,340
1093
$20.9K ﹤0.01%
108
1094
$20.9K ﹤0.01%
380
1095
$20.7K ﹤0.01%
230
-5
1096
$20.6K ﹤0.01%
696
1097
$20.5K ﹤0.01%
1,049
1098
$20.3K ﹤0.01%
200
-1
1099
$20.2K ﹤0.01%
721
-1,466
1100
$20.2K ﹤0.01%
200
-1
42 43
44
45 46