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
1276
$6.92K ﹤0.01%
79
1277
$6.91K ﹤0.01%
394
1278
$6.87K ﹤0.01%
195
-110
1279
$6.86K ﹤0.01%
200
1280
$6.76K ﹤0.01%
78
1281
$6.71K ﹤0.01%
359
1282
$6.71K ﹤0.01%
310
1283
$6.68K ﹤0.01%
285
-257
1284
$6.65K ﹤0.01%
72
1285
$6.63K ﹤0.01%
175
1286
$6.57K ﹤0.01%
307
1287
$6.42K ﹤0.01%
153
-2,562
1288
$6.4K ﹤0.01%
30
1289
$6.4K ﹤0.01%
+2,050
1290
$6.39K ﹤0.01%
178
-3,146
1291
$6.37K ﹤0.01%
+1,000
1292
$6.35K ﹤0.01%
146
+124
1293
$6.31K ﹤0.01%
920
-1,798
1294
$6.29K ﹤0.01%
222
1295
$6.29K ﹤0.01%
64
-3
1296
$6.21K ﹤0.01%
61
-48
1297
$6.21K ﹤0.01%
+300
1298
$6.14K ﹤0.01%
412
1299
$6.13K ﹤0.01%
115
-95
1300
$6.08K ﹤0.01%
411
50 51
52
53 54