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
801
$45K ﹤0.01%
5,999
-1
802
$45K ﹤0.01%
+3,000
803
$44K ﹤0.01%
588
804
$44K ﹤0.01%
1,300
805
$44K ﹤0.01%
500
806
$43K ﹤0.01%
+2,573
807
$43K ﹤0.01%
929
808
$43K ﹤0.01%
318
809
$43K ﹤0.01%
10
810
$43K ﹤0.01%
975
811
$43K ﹤0.01%
270
812
$42K ﹤0.01%
1,261
813
$42K ﹤0.01%
1,625
+1,395
814
$42K ﹤0.01%
1,345
-802
815
$41K ﹤0.01%
261
816
$41K ﹤0.01%
1,371
-1,324
817
$40K ﹤0.01%
910
818
$40K ﹤0.01%
534
819
$39K ﹤0.01%
2,685
820
$39K ﹤0.01%
2,986
821
$39K ﹤0.01%
392
+19
822
$39K ﹤0.01%
1,346
823
$39K ﹤0.01%
803
824
$39K ﹤0.01%
3,562
825
$39K ﹤0.01%
498
31 32
33
34 35