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
476
$493K 0.01%
18,724
-6,212
477
$491K 0.01%
960
-101
478
$490K 0.01%
+70
479
$489K 0.01%
17,548
480
$486K 0.01%
8,428
-954
481
$486K 0.01%
20,866
+366
482
$476K 0.01%
10,657
-28
483
$475K 0.01%
13,432
+362
484
$473K 0.01%
7,671
-1,195
485
$469K 0.01%
10,749
-589
486
$469K 0.01%
5,575
+5,266
487
$467K 0.01%
2,460
488
$467K 0.01%
3,681
-45
489
$465K 0.01%
6,080
-46
490
$463K 0.01%
3,385
491
$461K 0.01%
1,859
-126
492
$459K 0.01%
17,545
-2,547
493
$458K 0.01%
3,761
-12
494
$457K 0.01%
+23,545
495
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+9,658
496
$448K 0.01%
+4,134
497
$446K 0.01%
3,874
-226
498
$445K 0.01%
+15,000
499
$439K 0.01%
3,495
+585
500
$438K 0.01%
1,687
-258
18 19
20
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