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
651
$95K ﹤0.01%
5,400
652
$94K ﹤0.01%
2,500
-977
653
$94K ﹤0.01%
2,057
+99
654
$92K ﹤0.01%
2,071
655
$92K ﹤0.01%
2,881
+1,522
656
$92K ﹤0.01%
3,444
-1,500
657
$92K ﹤0.01%
1,272
+37
658
$91K ﹤0.01%
1,464
659
$90K ﹤0.01%
4,704
660
$89K ﹤0.01%
446
661
$89K ﹤0.01%
1,432
-1,594
662
$88K ﹤0.01%
8,588
663
$88K ﹤0.01%
1,676
664
$88K ﹤0.01%
955
665
$88K ﹤0.01%
5,746
666
$87K ﹤0.01%
11,186
667
$87K ﹤0.01%
1,099
668
$85K ﹤0.01%
775
669
$85K ﹤0.01%
1,029
670
$85K ﹤0.01%
1,554
671
$85K ﹤0.01%
720
+360
672
$85K ﹤0.01%
567
+27
673
$84K ﹤0.01%
799
-1
674
$84K ﹤0.01%
1,140
675
$84K ﹤0.01%
1,400
25 26
27
28 29