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
351
$592K 0.02%
8,570
-139
352
$572K 0.02%
6,500
353
$569K 0.02%
10,716
354
$569K 0.02%
7,797
+4,000
355
$557K 0.02%
2,419
356
$556K 0.02%
5,150
-45
357
$541K 0.02%
34,348
358
$541K 0.02%
8,171
359
$530K 0.02%
5,291
360
$527K 0.02%
9,771
361
$526K 0.02%
9,669
-3
362
$525K 0.02%
10,601
+37
363
$520K 0.02%
12,525
-117
364
$519K 0.02%
7,310
365
$516K 0.02%
5,167
+10
366
$508K 0.02%
6,087
+47
367
$507K 0.02%
20,808
368
$505K 0.02%
14,305
369
$505K 0.02%
2,951
-55
370
$496K 0.02%
2,864
+19
371
$494K 0.02%
9,696
-21,744
372
$493K 0.02%
14,470
+10,518
373
$490K 0.02%
7,913
374
$488K 0.02%
5,799
+2,047
375
$484K 0.02%
7,938
13 14
15
16 17