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
401
$395K 0.01%
19,218
402
$395K 0.01%
8,682
403
$388K 0.01%
6,134
-708
404
$387K 0.01%
7,806
405
$386K 0.01%
5,120
406
$385K 0.01%
52,902
+375
407
$384K 0.01%
5,912
+450
408
$383K 0.01%
10,850
+20
409
$380K 0.01%
7,770
+6,400
410
$379K 0.01%
7,640
411
$377K 0.01%
3,366
-613
412
$377K 0.01%
5,717
+101
413
$376K 0.01%
+13,213
414
$372K 0.01%
4,804
415
$372K 0.01%
3,670
-472
416
$369K 0.01%
23,938
+17,640
417
$363K 0.01%
10,822
-260
418
$359K 0.01%
4,904
419
$356K 0.01%
22,434
-2,572
420
$349K 0.01%
5,657
+117
421
$348K 0.01%
21,457
-1,554
422
$345K 0.01%
25,908
423
$342K 0.01%
5,851
424
$341K 0.01%
5,431
+1,418
425
$340K 0.01%
4,066
15 16
17
18 19