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
551
$344K 0.01%
+6,843
552
$343K 0.01%
4,254
+624
553
$337K 0.01%
9,772
+3,507
554
$333K 0.01%
8,363
+4,937
555
$330K 0.01%
3,000
556
$330K 0.01%
276
-41
557
$330K 0.01%
3,658
-4,914
558
$329K 0.01%
5,693
+117
559
$326K 0.01%
+46,900
560
$322K 0.01%
2,355
+93
561
$322K 0.01%
4,119
-283
562
$321K 0.01%
2,810
563
$317K 0.01%
5,515
-401
564
$317K 0.01%
9,189
-9,000
565
$309K 0.01%
1,143
+689
566
$305K ﹤0.01%
1,340
-45
567
$303K ﹤0.01%
22,581
568
$298K ﹤0.01%
5,725
-248
569
$298K ﹤0.01%
3,166
-2,379
570
$298K ﹤0.01%
3,148
-970
571
$294K ﹤0.01%
2,500
572
$293K ﹤0.01%
3,756
-280
573
$292K ﹤0.01%
6,917
+3,267
574
$290K ﹤0.01%
1,052
+335
575
$288K ﹤0.01%
+9,932
21 22
23
24 25