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
526
$184K 0.01%
6,235
527
$182K 0.01%
5,200
+4,200
528
$182K 0.01%
1,900
529
$182K 0.01%
2,617
530
$181K 0.01%
3,217
-3,983
531
$180K 0.01%
1,044
532
$177K 0.01%
705
533
$177K 0.01%
3,616
+1,501
534
$177K 0.01%
13,424
+78
535
$177K 0.01%
5,866
-207
536
$175K 0.01%
+18,500
537
$175K 0.01%
+20,475
538
$173K 0.01%
2,371
539
$169K 0.01%
2,334
-201
540
$168K 0.01%
1,748
541
$168K 0.01%
1,693
542
$167K 0.01%
1,035
-269
543
$166K 0.01%
1,006
-107
544
$165K 0.01%
9,700
545
$162K 0.01%
991
546
$162K 0.01%
1,207
547
$161K 0.01%
2,948
+400
548
$161K 0.01%
11,215
549
$161K 0.01%
5,916
550
$160K 0.01%
3,194
20 21
22
23 24