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
926
$21K ﹤0.01%
500
927
$21K ﹤0.01%
716
928
$21K ﹤0.01%
408
-221
929
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1,274
+222
930
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300
931
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1,797
932
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405
933
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213
+38
934
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1,500
935
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992
936
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1,250
937
$20K ﹤0.01%
220
938
$20K ﹤0.01%
58
939
$20K ﹤0.01%
683
+59
940
$20K ﹤0.01%
284
941
$20K ﹤0.01%
405
942
$20K ﹤0.01%
1,736
943
$20K ﹤0.01%
600
944
$20K ﹤0.01%
1,250
945
$20K ﹤0.01%
2,000
946
$20K ﹤0.01%
105
947
$19K ﹤0.01%
113
948
$19K ﹤0.01%
1,983
949
$19K ﹤0.01%
205
+35
950
$19K ﹤0.01%
380
36 37
38
39 40