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
1376
$2.82K ﹤0.01%
35
1377
$2.76K ﹤0.01%
74
+41
1378
$2.74K ﹤0.01%
75
1379
$2.73K ﹤0.01%
106
1380
$2.72K ﹤0.01%
46
+3
1381
$2.7K ﹤0.01%
24
1382
$2.68K ﹤0.01%
31
-39
1383
$2.64K ﹤0.01%
149
1384
$2.62K ﹤0.01%
95
1385
$2.62K ﹤0.01%
150
1386
$2.58K ﹤0.01%
15
1387
$2.52K ﹤0.01%
46
1388
$2.45K ﹤0.01%
40
1389
$2.45K ﹤0.01%
30
1390
$2.42K ﹤0.01%
250
1391
$2.41K ﹤0.01%
61
+43
1392
$2.31K ﹤0.01%
200
1393
$2.29K ﹤0.01%
+376
1394
$2.28K ﹤0.01%
22
1395
$2.24K ﹤0.01%
1,262
1396
$2.19K ﹤0.01%
201
1397
$2.09K ﹤0.01%
202
-46
1398
$2.02K ﹤0.01%
+2,000
1399
– –
0
1400
$1.89K ﹤0.01%
25
54 55
56
57 58