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
601
$123K ﹤0.01%
1,150
602
$122K ﹤0.01%
21,848
603
$121K ﹤0.01%
2,800
+1,800
604
$121K ﹤0.01%
471
+250
605
$121K ﹤0.01%
2,478
606
$121K ﹤0.01%
2,500
-115
607
$120K ﹤0.01%
1,197
+39
608
$119K ﹤0.01%
9,018
609
$119K ﹤0.01%
1,975
610
$119K ﹤0.01%
9,168
+81
611
$118K ﹤0.01%
1,000
612
$117K ﹤0.01%
1,523
613
$116K ﹤0.01%
1,944
-47
614
$116K ﹤0.01%
2,932
-2
615
$116K ﹤0.01%
1,800
616
$115K ﹤0.01%
3,124
617
$115K ﹤0.01%
5,200
618
$115K ﹤0.01%
4,617
-975
619
$113K ﹤0.01%
2,112
620
$113K ﹤0.01%
1,000
621
$112K ﹤0.01%
7,000
622
$112K ﹤0.01%
3,234
623
$112K ﹤0.01%
1,000
624
$111K ﹤0.01%
2,000
625
$111K ﹤0.01%
3,250
23 24
25
26 27