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
726
$63K ﹤0.01%
7,500
727
$62K ﹤0.01%
1,947
-228
728
$62K ﹤0.01%
588
+500
729
$62K ﹤0.01%
3,750
730
$62K ﹤0.01%
300
731
$62K ﹤0.01%
1,186
732
$61K ﹤0.01%
1,300
733
$60K ﹤0.01%
3,540
-4,000
734
$60K ﹤0.01%
2,745
735
$60K ﹤0.01%
2,000
736
$60K ﹤0.01%
542
737
$60K ﹤0.01%
3,378
738
$59K ﹤0.01%
237
739
$59K ﹤0.01%
3,000
740
$59K ﹤0.01%
711
741
$57K ﹤0.01%
810
742
$57K ﹤0.01%
2,375
743
$57K ﹤0.01%
620
744
$57K ﹤0.01%
3,372
-1
745
$57K ﹤0.01%
315
746
$57K ﹤0.01%
785
747
$56K ﹤0.01%
516
748
$56K ﹤0.01%
+1,052
749
$56K ﹤0.01%
5,300
750
$56K ﹤0.01%
2,250
28 29
30
31 32