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
551
$159K 0.01%
5,620
+300
552
$158K 0.01%
5,360
+2,560
553
$156K 0.01%
3,609
+93
554
$155K 0.01%
4,350
-1,339
555
$155K 0.01%
11,600
556
$153K 0.01%
23,700
557
$152K 0.01%
2,500
558
$152K 0.01%
970
559
$151K 0.01%
2,309
-1
560
$150K 0.01%
13,579
-5,877
561
$149K 0.01%
1,229
+29
562
$148K 0.01%
2,061
-512
563
$147K ﹤0.01%
1,883
564
$146K ﹤0.01%
6,000
-300
565
$144K ﹤0.01%
4,181
566
$144K ﹤0.01%
1,800
567
$144K ﹤0.01%
1,156
+505
568
$144K ﹤0.01%
3,320
569
$142K ﹤0.01%
3,060
570
$141K ﹤0.01%
2,045
571
$141K ﹤0.01%
1,251
572
$141K ﹤0.01%
2,900
573
$141K ﹤0.01%
2,301
574
$139K ﹤0.01%
2,360
575
$138K ﹤0.01%
1,790
21 22
23
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