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
876
$29K ﹤0.01%
1,000
877
$29K ﹤0.01%
286
-109
878
$29K ﹤0.01%
254
879
$29K ﹤0.01%
+421
880
$28K ﹤0.01%
1,500
-1,526
881
$28K ﹤0.01%
264
+49
882
$28K ﹤0.01%
450
883
$28K ﹤0.01%
1,572
+29
884
$27K ﹤0.01%
876
885
$27K ﹤0.01%
538
886
$27K ﹤0.01%
250
887
$27K ﹤0.01%
957
888
$26K ﹤0.01%
135
889
$26K ﹤0.01%
652
890
$26K ﹤0.01%
400
891
$26K ﹤0.01%
521
892
$26K ﹤0.01%
501
893
$26K ﹤0.01%
1,000
894
$26K ﹤0.01%
925
895
$25K ﹤0.01%
488
896
$25K ﹤0.01%
807
897
$25K ﹤0.01%
1,000
898
$25K ﹤0.01%
620
899
$25K ﹤0.01%
800
900
$24K ﹤0.01%
415
34 35
36
37 38