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
1126
$17.3K ﹤0.01%
1,113
-250
1127
$17.1K ﹤0.01%
505
1128
$17.1K ﹤0.01%
273
-145
1129
$17.1K ﹤0.01%
178
-1
1130
$16.9K ﹤0.01%
738
-12
1131
$16.9K ﹤0.01%
3,000
1132
$16.7K ﹤0.01%
50
1133
$16.6K ﹤0.01%
579
-45
1134
$16.6K ﹤0.01%
229
1135
$16.6K ﹤0.01%
86
1136
$16.5K ﹤0.01%
100
1137
$16.4K ﹤0.01%
751
+540
1138
$16.4K ﹤0.01%
450
1139
$16.3K ﹤0.01%
641
-750
1140
$16.2K ﹤0.01%
414
1141
$16.1K ﹤0.01%
705
-75
1142
$16.1K ﹤0.01%
505
1143
$16K ﹤0.01%
412
+11
1144
$16K ﹤0.01%
101
-94
1145
$16K ﹤0.01%
255
-3,079
1146
$15.8K ﹤0.01%
262
-1,000
1147
$15.8K ﹤0.01%
189
-7
1148
$15.7K ﹤0.01%
559
-582
1149
$15.6K ﹤0.01%
340
1150
$15.6K ﹤0.01%
11
-751
44 45
46
47 48