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
1226
$10.4K ﹤0.01%
537
1227
$10.4K ﹤0.01%
122
-11
1228
$10.4K ﹤0.01%
725
1229
$10.4K ﹤0.01%
196
1230
$10.4K ﹤0.01%
85
1231
$10.4K ﹤0.01%
209
-7
1232
$10.2K ﹤0.01%
197
-169
1233
$10.2K ﹤0.01%
6,604
1234
$10K ﹤0.01%
247
+1
1235
$9.79K ﹤0.01%
228
-3,083
1236
$9.71K ﹤0.01%
47
-15
1237
$9.7K ﹤0.01%
175
1238
$9.69K ﹤0.01%
128
-15
1239
$9.66K ﹤0.01%
20
1240
$9.43K ﹤0.01%
169
-80
1241
$9.36K ﹤0.01%
496
-12
1242
$9.33K ﹤0.01%
150
1243
$9.28K ﹤0.01%
198
1244
$9.24K ﹤0.01%
100
1245
$9.17K ﹤0.01%
264
1246
$9.15K ﹤0.01%
104
1247
$9.07K ﹤0.01%
155
-40
1248
$9.04K ﹤0.01%
446
1249
$8.98K ﹤0.01%
68
-15
1250
$8.98K ﹤0.01%
333
48 49
50
51 52