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
1401
$1.88K ﹤0.01%
100
1402
$1.85K ﹤0.01%
321
1403
$1.83K ﹤0.01%
20
1404
$1.83K ﹤0.01%
23
1405
$1.83K ﹤0.01%
+99
1406
$1.81K ﹤0.01%
145
1407
$1.78K ﹤0.01%
62
1408
$1.77K ﹤0.01%
360
-63
1409
$1.75K ﹤0.01%
4
-8
1410
$1.74K ﹤0.01%
288
1411
$1.73K ﹤0.01%
36
1412
$1.73K ﹤0.01%
38
-373
1413
$1.72K ﹤0.01%
165
1414
$1.7K ﹤0.01%
102
1415
$1.68K ﹤0.01%
18
-15
1416
$1.64K ﹤0.01%
45
-141
1417
$1.62K ﹤0.01%
188
-414
1418
$1.6K ﹤0.01%
200
1419
$1.6K ﹤0.01%
47
-2
1420
$1.54K ﹤0.01%
59
1421
$1.53K ﹤0.01%
45
1422
$1.51K ﹤0.01%
35
1423
$1.45K ﹤0.01%
19
1424
$1.42K ﹤0.01%
50
-15,300
1425
$1.42K ﹤0.01%
1
-3
55 56
57
58 59