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
526
$390K 0.01%
6,035
527
$387K 0.01%
11,334
-708
528
$386K 0.01%
8,210
-11
529
$380K 0.01%
1,700
530
$380K 0.01%
19,035
531
$373K 0.01%
4,543
-1,475
532
$369K 0.01%
3,345
+2,129
533
$365K 0.01%
2,876
-87
534
$362K 0.01%
2,508
-71,623
535
$362K 0.01%
4,505
-46
536
$360K 0.01%
26,097
+480
537
$357K 0.01%
779
-29
538
$356K 0.01%
3,049
+33
539
$356K 0.01%
29,075
-23,581
540
$356K 0.01%
6,302
-56
541
$355K 0.01%
9,035
-2,000
542
$354K 0.01%
5,279
-20
543
$352K 0.01%
8,743
-116
544
$351K 0.01%
11,978
+840
545
$349K 0.01%
919
+142
546
$348K 0.01%
16,191
-417
547
$348K 0.01%
13,261
548
$345K 0.01%
6,659
549
$344K 0.01%
13,861
-33
550
$344K 0.01%
3,339
20 21
22
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