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
951
$19K ﹤0.01%
1,186
952
$19K ﹤0.01%
310
953
$19K ﹤0.01%
470
-10
954
$19K ﹤0.01%
3,892
955
$19K ﹤0.01%
236
956
$19K ﹤0.01%
+6,075
957
$18K ﹤0.01%
650
958
$18K ﹤0.01%
1,214
959
$18K ﹤0.01%
+1,690
960
$18K ﹤0.01%
76
961
$18K ﹤0.01%
738
962
$18K ﹤0.01%
1,079
+29
963
$18K ﹤0.01%
190
964
$18K ﹤0.01%
520
965
$17K ﹤0.01%
600
966
$17K ﹤0.01%
389
967
$17K ﹤0.01%
+710
968
$17K ﹤0.01%
2,099
-1
969
$17K ﹤0.01%
360
970
$17K ﹤0.01%
275
971
$17K ﹤0.01%
300
972
$17K ﹤0.01%
200
973
$17K ﹤0.01%
112
-3
974
$17K ﹤0.01%
129
975
$17K ﹤0.01%
1,034
37 38
39
40 41