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
701
$71K ﹤0.01%
1,530
702
$71K ﹤0.01%
+5,300
703
$70K ﹤0.01%
561
704
$70K ﹤0.01%
1,623
705
$70K ﹤0.01%
2,000
706
$70K ﹤0.01%
1,337
707
$69K ﹤0.01%
4,656
708
$68K ﹤0.01%
+10,044
709
$68K ﹤0.01%
2,014
710
$68K ﹤0.01%
1,057
711
$68K ﹤0.01%
1,101
712
$68K ﹤0.01%
1,123
-255
713
$67K ﹤0.01%
7,772
714
$67K ﹤0.01%
1,462
-182
715
$67K ﹤0.01%
854
716
$67K ﹤0.01%
602
+283
717
$66K ﹤0.01%
5,814
718
$66K ﹤0.01%
2,081
719
$66K ﹤0.01%
2,298
720
$65K ﹤0.01%
+3,798
721
$64K ﹤0.01%
2,589
722
$63K ﹤0.01%
2,359
723
$63K ﹤0.01%
2,292
724
$63K ﹤0.01%
460
725
$63K ﹤0.01%
+180
27 28
29
30 31