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
$2.98B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,387
New
Increased
Reduced
Closed

Top Buys

1
+$84M
2
+$11.8M
3
+$8.85M
4
WMT icon
Walmart
WMT
+$6.57M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.07M

Top Sells

1
+$4.8M
2
+$4.08M
3
+$3.79M
4
FMI
Foundation Medicine, Inc.
FMI
+$3.05M
5
ABT icon
Abbott
ABT
+$3.04M

Sector Composition

1 Financials 14.67%
2 Technology 10.39%
3 Healthcare 8.98%
4 Industrials 8.61%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.3M 0.04%
28,948
-2,423
252
$1.3M 0.04%
27,352
+1,174
253
$1.3M 0.04%
150,158
+17,048
254
$1.26M 0.04%
51,558
+2,780
255
$1.26M 0.04%
+58,650
256
$1.25M 0.04%
36,068
257
$1.25M 0.04%
95,779
-5,728
258
$1.23M 0.04%
8,944
+24
259
$1.22M 0.04%
15,473
+14,369
260
$1.21M 0.04%
32,286
+288
261
$1.2M 0.04%
21,859
+186
262
$1.2M 0.04%
74,167
+2,929
263
$1.19M 0.04%
10,102
264
$1.19M 0.04%
9,422
-2,220
265
$1.19M 0.04%
8,346
+73
266
$1.18M 0.04%
10,597
267
$1.18M 0.04%
4,910
+145
268
$1.18M 0.04%
+27,100
269
$1.17M 0.04%
9,790
270
$1.17M 0.04%
+34,183
271
$1.15M 0.04%
15,475
-15,019
272
$1.1M 0.04%
8,104
273
$1.09M 0.04%
13,659
-173
274
$1.05M 0.04%
49,401
+396
275
$1.05M 0.04%
13,618
9 10
11
12 13