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
201
$4.75M 0.08%
49,102
+49,022
202
$4.52M 0.07%
67,790
-34,183
203
$4.51M 0.07%
43,070
-1,994
204
$4.42M 0.07%
109,514
+2,587
205
$4.39M 0.07%
80,873
+2,044
206
$4.26M 0.07%
21,745
+6,617
207
$4.24M 0.07%
23,532
-963
208
$4.22M 0.07%
37,831
+895
209
$4.19M 0.07%
75,417
+2,040
210
$4.18M 0.07%
182,969
+4,609
211
$4.16M 0.07%
121,094
+19
212
$4.16M 0.07%
28,835
+244
213
$4.09M 0.07%
39,358
+3,400
214
$4.06M 0.07%
20,940
+580
215
$4M 0.06%
92,304
+2,407
216
$3.97M 0.06%
52,956
+1,379
217
$3.95M 0.06%
17,185
+506
218
$3.94M 0.06%
43,156
-13,190
219
$3.92M 0.06%
92,664
-9,565
220
$3.91M 0.06%
37,804
+1,572
221
$3.9M 0.06%
64,139
-11,091
222
$3.88M 0.06%
47,911
-3,328
223
$3.76M 0.06%
108,405
+71
224
$3.7M 0.06%
16,371
-68
225
$3.66M 0.06%
158,507
-83,679
7 8
9
10 11