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
176
$6.01M 0.1%
23,410
+597
177
$6M 0.1%
238,860
+218,334
178
$5.99M 0.1%
25,703
-1,885
179
$5.82M 0.09%
97,564
+4
180
$5.77M 0.09%
14,464
+353
181
$5.73M 0.09%
64,798
-25,938
182
$5.72M 0.09%
36,409
-376
183
$5.68M 0.09%
39,886
-1,202
184
$5.66M 0.09%
41,656
+1,103
185
$5.49M 0.09%
50,582
+1,150
186
$5.44M 0.09%
49,907
+1,370
187
$5.42M 0.09%
70,117
+67,853
188
$5.41M 0.09%
37,417
-1,192
189
$5.37M 0.09%
104,694
-62,242
190
$5.35M 0.09%
19,560
-1,639
191
$5.25M 0.09%
126,721
+123,592
192
$5.1M 0.08%
126,772
-5,343
193
$5.07M 0.08%
103,106
-16,712
194
$5.07M 0.08%
23,793
+9,967
195
$5.02M 0.08%
153,837
+5,223
196
$4.91M 0.08%
62,750
+2,120
197
$4.9M 0.08%
84,060
-7,486
198
$4.9M 0.08%
63,569
+17,541
199
$4.81M 0.08%
47,662
-268
200
$4.81M 0.08%
24,994
-30,121
6 7
8
9 10