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
401
$761K 0.01%
20,167
+2,460
402
$759K 0.01%
22,610
+2,214
403
$758K 0.01%
4,612
-91
404
$756K 0.01%
9,183
-1,013
405
$752K 0.01%
19,700
-5,492
406
$749K 0.01%
14,400
-1,568
407
$748K 0.01%
9,806
-245
408
$730K 0.01%
5,588
-334
409
$729K 0.01%
6,960
-4
410
$719K 0.01%
10,531
-1,300
411
$718K 0.01%
4,393
-51,479
412
$707K 0.01%
5,322
-767
413
$701K 0.01%
18,955
-416
414
$691K 0.01%
43,408
415
$688K 0.01%
25,742
-1,116
416
$688K 0.01%
+123,500
417
$684K 0.01%
42,844
+8,359
418
$680K 0.01%
774
+486
419
$677K 0.01%
34,300
420
$674K 0.01%
6,393
-137
421
$668K 0.01%
4,324
+2,545
422
$667K 0.01%
+98,678
423
$667K 0.01%
15,412
+3,116
424
$663K 0.01%
+13,883
425
$662K 0.01%
12,827
+9,522
15 16
17
18 19