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
1451
$885 ﹤0.01%
20
1452
$882 ﹤0.01%
78
1453
$878 ﹤0.01%
20
-820
1454
$863 ﹤0.01%
21
+4
1455
$841 ﹤0.01%
37
1456
$803 ﹤0.01%
55
1457
$794 ﹤0.01%
28
1458
$715 ﹤0.01%
515
1459
$684 ﹤0.01%
200
1460
$672 ﹤0.01%
117
1461
$665 ﹤0.01%
20
-20
1462
$660 ﹤0.01%
148
-284
1463
$653 ﹤0.01%
113
1464
$641 ﹤0.01%
14
1465
$628 ﹤0.01%
18
1466
$610 ﹤0.01%
25
1467
$604 ﹤0.01%
+200
1468
$582 ﹤0.01%
7
1469
$579 ﹤0.01%
66
1470
$568 ﹤0.01%
33
1471
$564 ﹤0.01%
7
1472
$528 ﹤0.01%
300
1473
$503 ﹤0.01%
23
1474
$497 ﹤0.01%
50
1475
$493 ﹤0.01%
18
57 58
59
60 61