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
626
$111K ﹤0.01%
1,322
627
$110K ﹤0.01%
741
628
$109K ﹤0.01%
490
629
$109K ﹤0.01%
7,680
630
$108K ﹤0.01%
52
+1
631
$108K ﹤0.01%
1,421
632
$106K ﹤0.01%
1,585
-779
633
$106K ﹤0.01%
1,800
-92
634
$106K ﹤0.01%
1,861
+1,471
635
$106K ﹤0.01%
2,450
636
$105K ﹤0.01%
1,237
637
$101K ﹤0.01%
1,794
638
$100K ﹤0.01%
240
+1
639
$99K ﹤0.01%
1,401
640
$99K ﹤0.01%
1,776
641
$99K ﹤0.01%
1,143
642
$99K ﹤0.01%
858
643
$99K ﹤0.01%
6,602
644
$97K ﹤0.01%
5,000
645
$97K ﹤0.01%
2,700
646
$96K ﹤0.01%
789
-338
647
$96K ﹤0.01%
1,700
648
$96K ﹤0.01%
1,150
+1,000
649
$95K ﹤0.01%
4,203
650
$95K ﹤0.01%
1,999
-1
24 25
26
27 28