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
151
$7.93M 0.13%
138,891
152
$7.92M 0.13%
335,334
+285,012
153
$7.92M 0.13%
32,245
+128
154
$7.85M 0.13%
16,466
+397
155
$7.54M 0.12%
305,866
+7,990
156
$7.46M 0.12%
275,777
-9,850
157
$7.42M 0.12%
45,397
+391
158
$7.33M 0.12%
95,483
+2,753
159
$7.3M 0.12%
58,418
-3,328
160
$7.19M 0.12%
32,979
+9,182
161
$6.98M 0.11%
15,969
-51
162
$6.92M 0.11%
14,944
-59
163
$6.83M 0.11%
135,846
-2,219
164
$6.71M 0.11%
55,929
+1,266
165
$6.62M 0.11%
49,650
+2,970
166
$6.58M 0.11%
96,194
+2,815
167
$6.53M 0.11%
15,834
+413
168
$6.5M 0.11%
49,812
+1,260
169
$6.45M 0.1%
79,444
-9,351
170
$6.36M 0.1%
23,143
+673
171
$6.32M 0.1%
25,044
-3,652
172
$6.15M 0.1%
37,198
+1,594
173
$6.09M 0.1%
50,178
+976
174
$6.07M 0.1%
71,429
+2,082
175
$6.06M 0.1%
132,601
+10,154
5 6
7
8 9