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
1476
$467 ﹤0.01%
29
1477
$465 ﹤0.01%
100
-100
1478
$448 ﹤0.01%
196
1479
$428 ﹤0.01%
335
1480
$426 ﹤0.01%
+8
1481
$395 ﹤0.01%
65
-147
1482
$357 ﹤0.01%
10
1483
$354 ﹤0.01%
38
1484
$315 ﹤0.01%
50
1485
$312 ﹤0.01%
12
1486
$305 ﹤0.01%
17
1487
$286 ﹤0.01%
50
1488
$270 ﹤0.01%
+24
1489
$270 ﹤0.01%
15
1490
$247 ﹤0.01%
15
1491
$243 ﹤0.01%
75
1492
$242 ﹤0.01%
+41
1493
$223 ﹤0.01%
27
1494
$218 ﹤0.01%
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1495
$189 ﹤0.01%
11
1496
$150 ﹤0.01%
5
-166
1497
$135 ﹤0.01%
5
1498
$134 ﹤0.01%
3
-33
1499
$99 ﹤0.01%
10
1500
$78 ﹤0.01%
43
-464
58 59
60
61 62