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
1426
$1.42K ﹤0.01%
35
-748
1427
$1.35K ﹤0.01%
76
-118
1428
$1.3K ﹤0.01%
7
-21
1429
$1.3K ﹤0.01%
6
-3
1430
$1.3K ﹤0.01%
300
-1,785
1431
$1.27K ﹤0.01%
188
1432
$1.27K ﹤0.01%
59
1433
$1.27K ﹤0.01%
+4
1434
$1.23K ﹤0.01%
349
1435
$1.21K ﹤0.01%
50
-38
1436
$1.19K ﹤0.01%
5
-91
1437
$1.17K ﹤0.01%
298
-4,058
1438
$1.14K ﹤0.01%
156
1439
$1.14K ﹤0.01%
19
1440
$1.14K ﹤0.01%
15
-545
1441
$1.14K ﹤0.01%
65
1442
$1.13K ﹤0.01%
30
-430
1443
$1.09K ﹤0.01%
30
+23
1444
$1.06K ﹤0.01%
94
-206
1445
$998 ﹤0.01%
70
1446
$964 ﹤0.01%
23
1447
$952 ﹤0.01%
26
-56
1448
$924 ﹤0.01%
138
-308
1449
$890 ﹤0.01%
31
1450
$886 ﹤0.01%
14
56 57
58
59 60