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
1601
– –
-2
1602
– –
-57
1603
– –
-5,500
1604
– –
-7
1605
– –
-40
1606
– –
-149
1607
– –
-1,549
1608
– –
-340
1609
– –
-8
1610
– –
-2,660
1611
– –
-1,946
1612
– –
-160
1613
– –
-863
1614
– –
-1,501
1615
– –
-182
1616
– –
-2
1617
– –
-2
1618
– –
-36
1619
– –
-24
1620
– –
-25
1621
– –
-89
1622
– –
-3,484
1623
– –
-100
1624
– –
-300
1625
– –
-24
63 64
65
66 67