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
1101
$20K ﹤0.01%
251
-2
1102
$19.8K ﹤0.01%
181
-10
1103
$19.6K ﹤0.01%
+1,000
1104
$19.5K ﹤0.01%
262
-200
1105
$19.4K ﹤0.01%
2,093
1106
$19.2K ﹤0.01%
107
1107
$19.2K ﹤0.01%
356
1108
$18.9K ﹤0.01%
203
1109
$18.9K ﹤0.01%
97
-2,100
1110
$18.8K ﹤0.01%
143
-3
1111
$18.6K ﹤0.01%
115
1112
$18.6K ﹤0.01%
145
1113
$18.6K ﹤0.01%
1,257
-4
1114
$18.5K ﹤0.01%
231
1115
$18.3K ﹤0.01%
450
1116
$18.3K ﹤0.01%
272
1117
$18.2K ﹤0.01%
258
-242
1118
$18.1K ﹤0.01%
628
1119
$18.1K ﹤0.01%
187
1120
$18K ﹤0.01%
678
1121
$17.8K ﹤0.01%
117
1122
$17.8K ﹤0.01%
792
1123
$17.4K ﹤0.01%
300
1124
$17.4K ﹤0.01%
350
1125
$17.4K ﹤0.01%
400
+200
43 44
45
46 47