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
1726
-17
1727
-255