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
101
$13.4M 0.22%
31,439
+195
102
$13.3M 0.21%
62,150
-5,109
103
$12.9M 0.21%
36,700
+928
104
$12.9M 0.21%
28,903
+600
105
$12.8M 0.21%
170,533
-1,614
106
$12.5M 0.2%
39,922
+2,006
107
$12.4M 0.2%
58,996
+581
108
$12.4M 0.2%
176,741
+137,058
109
$12.3M 0.2%
32,779
+844
110
$12M 0.2%
152,367
-1,569
111
$12M 0.19%
154,634
+2,829
112
$12M 0.19%
241,220
+818
113
$11.9M 0.19%
202,002
-3,903
114
$11.8M 0.19%
614,285
+315
115
$11.7M 0.19%
68,610
-451
116
$11.6M 0.19%
53,958
-32,395
117
$11.6M 0.19%
61,017
-128
118
$11.5M 0.19%
162,226
+17,479
119
$11.5M 0.19%
47,575
-27
120
$11.5M 0.19%
51,463
+1,180
121
$11.4M 0.18%
225,777
-102,347
122
$11.3M 0.18%
57,051
+52,768
123
$11.3M 0.18%
39,182
+1,575
124
$11.2M 0.18%
55,046
+1,475
125
$11.1M 0.18%
27,241
-5,087
3 4
5
6 7