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
1326
$5.17K ﹤0.01%
33
1327
$5.16K ﹤0.01%
332
-298
1328
$5.11K ﹤0.01%
481
1329
$5.03K ﹤0.01%
127
1330
$5K ﹤0.01%
284
1331
$4.95K ﹤0.01%
341
1332
$4.83K ﹤0.01%
1,000
+500
1333
$4.71K ﹤0.01%
90
1334
$4.67K ﹤0.01%
+356
1335
$4.57K ﹤0.01%
241
1336
$4.47K ﹤0.01%
298
1337
$4.39K ﹤0.01%
200
1338
$4.38K ﹤0.01%
155
-1,903
1339
$4.37K ﹤0.01%
78
1340
$4.37K ﹤0.01%
100
1341
$4.36K ﹤0.01%
294
1342
$4.3K ﹤0.01%
846
1343
$4.24K ﹤0.01%
159
1344
$4.2K ﹤0.01%
77
-18
1345
$4.15K ﹤0.01%
61
-1,175
1346
$4.15K ﹤0.01%
193
1347
$4.13K ﹤0.01%
175
-1,574
1348
$4.09K ﹤0.01%
61
1349
$4.05K ﹤0.01%
240
1350
$4.02K ﹤0.01%
238
+176
52 53
54
55 56