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
676
$83K ﹤0.01%
5,600
677
$83K ﹤0.01%
596
+12
678
$83K ﹤0.01%
1,858
679
$82K ﹤0.01%
4,802
-1,053
680
$82K ﹤0.01%
537
681
$81K ﹤0.01%
2,527
682
$81K ﹤0.01%
2,650
-100
683
$80K ﹤0.01%
3,650
684
$80K ﹤0.01%
400
685
$79K ﹤0.01%
531
686
$77K ﹤0.01%
3,038
+3,037
687
$77K ﹤0.01%
2,400
688
$77K ﹤0.01%
742
689
$76K ﹤0.01%
4,473
-155
690
$75K ﹤0.01%
1,752
691
$75K ﹤0.01%
1,037
692
$75K ﹤0.01%
1,597
693
$75K ﹤0.01%
2,856
+2,666
694
$74K ﹤0.01%
1,610
-112
695
$74K ﹤0.01%
1,586
696
$74K ﹤0.01%
483
+32
697
$74K ﹤0.01%
530
698
$73K ﹤0.01%
7,000
699
$72K ﹤0.01%
650
700
$72K ﹤0.01%
358
26 27
28
29 30