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
826
$38K ﹤0.01%
845
827
$38K ﹤0.01%
764
+126
828
$38K ﹤0.01%
150
829
$38K ﹤0.01%
470
830
$38K ﹤0.01%
1,073
831
$38K ﹤0.01%
3,000
832
$37K ﹤0.01%
1,510
-45
833
$37K ﹤0.01%
+790
834
$37K ﹤0.01%
1,000
835
$37K ﹤0.01%
+2,000
836
$36K ﹤0.01%
685
837
$36K ﹤0.01%
922
838
$36K ﹤0.01%
1,000
839
$36K ﹤0.01%
874
840
$36K ﹤0.01%
1,000
841
$35K ﹤0.01%
458
842
$35K ﹤0.01%
1,148
-541
843
$35K ﹤0.01%
2,000
844
$35K ﹤0.01%
605
845
$35K ﹤0.01%
375
846
$35K ﹤0.01%
332
847
$35K ﹤0.01%
3,740
848
$34K ﹤0.01%
1,000
849
$34K ﹤0.01%
1,838
850
$34K ﹤0.01%
1,300
32 33
34
35 36