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
976
$17K ﹤0.01%
800
977
$16K ﹤0.01%
1,303
978
$16K ﹤0.01%
1,538
979
$16K ﹤0.01%
277
980
$16K ﹤0.01%
109
981
$16K ﹤0.01%
121
982
$15K ﹤0.01%
180
983
$15K ﹤0.01%
133
984
$15K ﹤0.01%
280
-48,220
985
$15K ﹤0.01%
1,650
986
$15K ﹤0.01%
92
987
$15K ﹤0.01%
42
988
$15K ﹤0.01%
290
989
$15K ﹤0.01%
257
990
$14K ﹤0.01%
119
991
$14K ﹤0.01%
49
992
$14K ﹤0.01%
400
993
$14K ﹤0.01%
428
994
$14K ﹤0.01%
185
995
$14K ﹤0.01%
207
996
$14K ﹤0.01%
356
997
$14K ﹤0.01%
+188
998
$14K ﹤0.01%
873
999
$14K ﹤0.01%
296
1000
$14K ﹤0.01%
207
38 39
40
41 42