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
476
$251K 0.01%
18,024
477
$251K 0.01%
11,150
+68
478
$251K 0.01%
5,679
-363
479
$248K 0.01%
5,400
480
$247K 0.01%
22,749
+6,999
481
$247K 0.01%
10,308
-37,291
482
$247K 0.01%
1,836
483
$242K 0.01%
4,713
-42
484
$238K 0.01%
2,264
-132
485
$238K 0.01%
3,221
486
$237K 0.01%
846
487
$235K 0.01%
2,075
488
$235K 0.01%
20,146
489
$233K 0.01%
43,006
490
$233K 0.01%
13,203
+11,087
491
$231K 0.01%
1,965
+20
492
$228K 0.01%
25,000
-4,246
493
$228K 0.01%
7,956
494
$228K 0.01%
4,427
+4,000
495
$228K 0.01%
5,000
496
$228K 0.01%
5,454
-34,332
497
$227K 0.01%
3,412
498
$226K 0.01%
+7,014
499
$225K 0.01%
1,290
-322
500
$224K 0.01%
2,646
18 19
20
21 22