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
1701
– –
-174
1702
– –
-85
1703
– –
-14
1704
– –
-162
1705
– –
-2,192
1706
– –
-1,709
1707
– –
-198
1708
– –
-13
1709
– –
-8,437
1710
– –
-1
1711
– –
-18
1712
– –
-100
1713
– –
-93
1714
– –
-3
1715
– –
-1
1716
– –
-6
1717
– –
-500
1718
– –
-35
1719
– –
-23
1720
– –
-11
1721
– –
-13
1722
– –
-19
1723
– –
-9
1724
– –
-13
1725
– –
-4
66 67 68
69
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