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
1151
$15.6K ﹤0.01%
1,091
1152
$15.5K ﹤0.01%
240
1153
$15.4K ﹤0.01%
245
1154
$15.4K ﹤0.01%
123
-85
1155
$15.4K ﹤0.01%
55
-2
1156
$15.3K ﹤0.01%
50
-48
1157
$15.3K ﹤0.01%
638
1158
$15.3K ﹤0.01%
1,000
+700
1159
$15.1K ﹤0.01%
280
-27
1160
$15.1K ﹤0.01%
2,500
1161
$15.1K ﹤0.01%
430
1162
$15K ﹤0.01%
600
1163
$14.9K ﹤0.01%
500
-2,863
1164
$14.8K ﹤0.01%
345
+20
1165
$14.8K ﹤0.01%
1,418
1166
$14.8K ﹤0.01%
600
1167
$14.8K ﹤0.01%
424
1168
$14.6K ﹤0.01%
90
-33
1169
$14.5K ﹤0.01%
583
1170
$14.4K ﹤0.01%
432
1171
$14.3K ﹤0.01%
227
1172
$14.3K ﹤0.01%
268
-134
1173
$14.3K ﹤0.01%
3,000
1174
$14.1K ﹤0.01%
357
+311
1175
$13.9K ﹤0.01%
180
45 46
47
48 49