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
751
$55K ﹤0.01%
2,013
752
$55K ﹤0.01%
1,622
753
$55K ﹤0.01%
3,100
754
$54K ﹤0.01%
2,622
755
$54K ﹤0.01%
388
756
$54K ﹤0.01%
2,515
+392
757
$54K ﹤0.01%
5,750
758
$54K ﹤0.01%
3,012
759
$54K ﹤0.01%
400
760
$54K ﹤0.01%
1,065
+31
761
$54K ﹤0.01%
1,500
762
$53K ﹤0.01%
8
763
$53K ﹤0.01%
1,950
764
$52K ﹤0.01%
426
+26
765
$52K ﹤0.01%
2,336
766
$52K ﹤0.01%
1,043
767
$52K ﹤0.01%
803
768
$52K ﹤0.01%
2,365
769
$51K ﹤0.01%
1,210
770
$51K ﹤0.01%
433
771
$51K ﹤0.01%
429
772
$51K ﹤0.01%
1,343
773
$50K ﹤0.01%
904
-1
774
$50K ﹤0.01%
+496
775
$49K ﹤0.01%
1,180
29 30
31
32 33