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
1301
$6.02K ﹤0.01%
99
1302
$5.99K ﹤0.01%
259
1303
$5.99K ﹤0.01%
64
-1,488
1304
$5.95K ﹤0.01%
50
1305
$5.94K ﹤0.01%
+281
1306
$5.92K ﹤0.01%
600
1307
$5.88K ﹤0.01%
160
-2,180
1308
$5.85K ﹤0.01%
581
1309
$5.84K ﹤0.01%
584
1310
$5.78K ﹤0.01%
272
1311
$5.67K ﹤0.01%
283
1312
$5.66K ﹤0.01%
95
-193
1313
$5.6K ﹤0.01%
421
1314
$5.59K ﹤0.01%
155
1315
$5.56K ﹤0.01%
81
-2
1316
$5.51K ﹤0.01%
86
-2,500
1317
$5.49K ﹤0.01%
52
1318
$5.48K ﹤0.01%
45
-24
1319
$5.43K ﹤0.01%
340
1320
$5.39K ﹤0.01%
67
1321
$5.38K ﹤0.01%
111
1322
$5.31K ﹤0.01%
200
+123
1323
$5.25K ﹤0.01%
350
1324
$5.2K ﹤0.01%
124
1325
$5.18K ﹤0.01%
163
-81
51 52
53
54 55