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
376
$478K 0.02%
50,000
377
$473K 0.02%
8,670
378
$472K 0.02%
2,909
+1,284
379
$470K 0.02%
5,407
+420
380
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10,440
381
$468K 0.02%
5,045
382
$458K 0.02%
+16,728
383
$453K 0.02%
8,624
384
$453K 0.02%
62,457
-2
385
$451K 0.02%
+7,000
386
$445K 0.01%
16,819
-25
387
$437K 0.01%
6,488
388
$429K 0.01%
33,460
389
$427K 0.01%
8,593
390
$427K 0.01%
4,990
+165
391
$420K 0.01%
5,568
+2,500
392
$418K 0.01%
13,084
+1,450
393
$417K 0.01%
8,894
+1,257
394
$416K 0.01%
7,311
395
$414K 0.01%
3,931
+27
396
$410K 0.01%
9,224
-192
397
$402K 0.01%
9,140
398
$402K 0.01%
16,760
-3,722
399
$397K 0.01%
6,070
-1,074
400
$396K 0.01%
4,347
-151
14 15
16
17 18