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
1576
– –
-100
1577
– –
-3,400
1578
– –
-5
1579
– –
-50
1580
– –
-110
1581
– –
-1,441
1582
– –
-24
1583
– –
-10
1584
– –
-352
1585
– –
-930
1586
– –
-1,844
1587
– –
-449
1588
– –
-648
1589
– –
-3,464
1590
– –
-51
1591
– –
-232
1592
– –
-89,438
1593
– –
-10
1594
– –
-50
1595
– –
-16
1596
– –
-19,037
1597
– –
-167
1598
– –
-2,200
1599
– –
-946
1600
– –
-1
62 63
64
65 66