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
426
$339K 0.01%
6,559
+6,445
427
$336K 0.01%
31,291
428
$325K 0.01%
17,786
-1,811
429
$324K 0.01%
10,751
+1,752
430
$323K 0.01%
74,547
+418
431
$322K 0.01%
4,500
432
$321K 0.01%
1,177
433
$313K 0.01%
4,607
+300
434
$310K 0.01%
6,183
+200
435
$309K 0.01%
2,665
+11
436
$308K 0.01%
3,218
+254
437
$308K 0.01%
11,256
+1,445
438
$308K 0.01%
1,916
439
$306K 0.01%
5,325
-300
440
$306K 0.01%
10,761
441
$306K 0.01%
31,350
442
$305K 0.01%
1,987
443
$304K 0.01%
4,034
+16
444
$303K 0.01%
4,765
-91
445
$303K 0.01%
9,660
-11,264
446
$301K 0.01%
6,947
447
$301K 0.01%
6,000
448
$293K 0.01%
2,630
449
$289K 0.01%
3,927
450
$287K 0.01%
4,252
-3,764
16 17
18
19 20