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
851
$33K ﹤0.01%
+3,000
852
$33K ﹤0.01%
400
853
$33K ﹤0.01%
687
854
$33K ﹤0.01%
1,162
855
$32K ﹤0.01%
875
856
$32K ﹤0.01%
207
857
$32K ﹤0.01%
914
+83
858
$32K ﹤0.01%
622
+69
859
$32K ﹤0.01%
+3,000
860
$32K ﹤0.01%
1,042
861
$32K ﹤0.01%
2,624
-2
862
$31K ﹤0.01%
601
863
$31K ﹤0.01%
1,159
864
$31K ﹤0.01%
832
865
$31K ﹤0.01%
900
866
$31K ﹤0.01%
594
867
$31K ﹤0.01%
912
+108
868
$30K ﹤0.01%
3,065
+175
869
$30K ﹤0.01%
3,843
870
$30K ﹤0.01%
274
871
$30K ﹤0.01%
1,708
+1,342
872
$30K ﹤0.01%
642
-71
873
$30K ﹤0.01%
120
874
$30K ﹤0.01%
200
875
$29K ﹤0.01%
379
33 34
35
36 37