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
1176
$13.8K ﹤0.01%
122
-35
1177
$13.7K ﹤0.01%
1,358
1178
$13.6K ﹤0.01%
3,328
1179
$13.6K ﹤0.01%
310
1180
$13.6K ﹤0.01%
505
-26
1181
$13.6K ﹤0.01%
763
-39
1182
$13.5K ﹤0.01%
334
1183
$13.4K ﹤0.01%
324
1184
$13.3K ﹤0.01%
112
1185
$13.2K ﹤0.01%
316
-2
1186
$13.2K ﹤0.01%
311
1187
$13.1K ﹤0.01%
402
1188
$12.9K ﹤0.01%
140
1189
$12.8K ﹤0.01%
1,259
1190
$12.6K ﹤0.01%
220
1191
$12.6K ﹤0.01%
523
1192
$12.5K ﹤0.01%
247
1193
$12.5K ﹤0.01%
600
1194
$12.5K ﹤0.01%
289
1195
$12.5K ﹤0.01%
340
-59
1196
$12.3K ﹤0.01%
148
1197
$12.3K ﹤0.01%
664
1198
$12.1K ﹤0.01%
140
1199
$12.1K ﹤0.01%
953
-116
1200
$12K ﹤0.01%
120
46 47
48
49 50