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
1351
$4.01K ﹤0.01%
31
-263
1352
$3.97K ﹤0.01%
32
-253
1353
$3.97K ﹤0.01%
5,511
1354
$3.96K ﹤0.01%
101
1355
$3.69K ﹤0.01%
60
1356
$3.63K ﹤0.01%
145
-11
1357
$3.63K ﹤0.01%
71
-6
1358
$3.6K ﹤0.01%
290
1359
$3.58K ﹤0.01%
234
1360
$3.52K ﹤0.01%
63
1361
$3.51K ﹤0.01%
80
-83
1362
$3.48K ﹤0.01%
45
1363
$3.35K ﹤0.01%
74
-13
1364
$3.34K ﹤0.01%
110
1365
$3.29K ﹤0.01%
67
1366
$3.25K ﹤0.01%
75
1367
$3.25K ﹤0.01%
289
1368
$3.22K ﹤0.01%
78
-23
1369
$3.05K ﹤0.01%
42
-11
1370
$3.02K ﹤0.01%
298
1371
$3.01K ﹤0.01%
70
1372
$2.98K ﹤0.01%
+300
1373
$2.98K ﹤0.01%
208
+167
1374
$2.89K ﹤0.01%
+119
1375
$2.87K ﹤0.01%
100
53 54
55
56 57