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
776
$49K ﹤0.01%
800
777
$49K ﹤0.01%
2,648
778
$49K ﹤0.01%
495
779
$49K ﹤0.01%
2,288
780
$49K ﹤0.01%
2,223
781
$48K ﹤0.01%
667
782
$48K ﹤0.01%
1,274
783
$48K ﹤0.01%
803
784
$48K ﹤0.01%
3,500
785
$48K ﹤0.01%
2,129
786
$48K ﹤0.01%
1,396
-729
787
$48K ﹤0.01%
322
788
$47K ﹤0.01%
386
789
$47K ﹤0.01%
3,983
790
$46K ﹤0.01%
1,337
-33
791
$46K ﹤0.01%
1,372
792
$46K ﹤0.01%
7,136
793
$46K ﹤0.01%
228
+11
794
$46K ﹤0.01%
678
+7
795
$46K ﹤0.01%
2,292
796
$46K ﹤0.01%
4,061
-1
797
$46K ﹤0.01%
2,000
798
$45K ﹤0.01%
999
-1
799
$45K ﹤0.01%
1,283
800
$45K ﹤0.01%
4,800
30 31
32
33 34