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
901
$24K ﹤0.01%
1,150
-1,100
902
$24K ﹤0.01%
540
903
$24K ﹤0.01%
240
904
$24K ﹤0.01%
653
+150
905
$24K ﹤0.01%
1,206
-150
906
$23K ﹤0.01%
1,006
907
$23K ﹤0.01%
3,403
-1
908
$23K ﹤0.01%
400
909
$23K ﹤0.01%
1,000
910
$23K ﹤0.01%
+767
911
$23K ﹤0.01%
350
912
$23K ﹤0.01%
1,000
913
$23K ﹤0.01%
2,400
914
$23K ﹤0.01%
730
915
$22K ﹤0.01%
486
916
$22K ﹤0.01%
813
917
$22K ﹤0.01%
1,200
918
$22K ﹤0.01%
357
919
$22K ﹤0.01%
+333
920
$22K ﹤0.01%
+600
921
$22K ﹤0.01%
132
922
$22K ﹤0.01%
1,802
923
$22K ﹤0.01%
2,199
-1
924
$21K ﹤0.01%
435
925
$21K ﹤0.01%
520
35 36
37
38 39