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
1201
$11.9K ﹤0.01%
741
1202
$11.9K ﹤0.01%
200
1203
$11.6K ﹤0.01%
26
-21
1204
$11.6K ﹤0.01%
500
1205
$11.5K ﹤0.01%
415
-11
1206
$11.4K ﹤0.01%
150
1207
$11.4K ﹤0.01%
162
+1
1208
$11.4K ﹤0.01%
601
-1
1209
$11.3K ﹤0.01%
62
1210
$11.3K ﹤0.01%
1,631
1211
$11.3K ﹤0.01%
460
-24
1212
$11.3K ﹤0.01%
322
1213
$11.2K ﹤0.01%
693
1214
$11.2K ﹤0.01%
360
1215
$11.2K ﹤0.01%
105
-320
1216
$11.1K ﹤0.01%
225
1217
$11.1K ﹤0.01%
350
1218
$11K ﹤0.01%
140
-45
1219
$10.9K ﹤0.01%
236
-1,015
1220
$10.8K ﹤0.01%
400
1221
$10.7K ﹤0.01%
719
-76
1222
$10.6K ﹤0.01%
500
1223
$10.6K ﹤0.01%
200
-31
1224
$10.5K ﹤0.01%
170
1225
$10.5K ﹤0.01%
413
-83
47 48
49
50 51