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
1251
$8.64K ﹤0.01%
130
+2
1252
$8.55K ﹤0.01%
99
-55
1253
$8.53K ﹤0.01%
126
-31
1254
$8.53K ﹤0.01%
357
1255
$8.45K ﹤0.01%
469
+194
1256
$8.21K ﹤0.01%
100
1257
$8.15K ﹤0.01%
113
-250
1258
$8.12K ﹤0.01%
201
1259
$8.1K ﹤0.01%
25
-3,500
1260
$7.98K ﹤0.01%
655
-755
1261
$7.91K ﹤0.01%
332
-298
1262
$7.79K ﹤0.01%
72
-20
1263
$7.73K ﹤0.01%
338
1264
$7.5K ﹤0.01%
51
1265
$7.39K ﹤0.01%
200
1266
$7.38K ﹤0.01%
+34
1267
$7.33K ﹤0.01%
2,009
1268
$7.32K ﹤0.01%
107
1269
$7.32K ﹤0.01%
92
1270
$7.31K ﹤0.01%
248
-771
1271
$7.28K ﹤0.01%
66
1272
$7.25K ﹤0.01%
254
-198
1273
$7.11K ﹤0.01%
317
1274
$7.08K ﹤0.01%
37
-1
1275
$7.01K ﹤0.01%
292
49 50
51
52 53