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
1001
$14K ﹤0.01%
235
1002
$14K ﹤0.01%
772
1003
$13K ﹤0.01%
160
1004
$13K ﹤0.01%
1,256
-24
1005
$13K ﹤0.01%
+228
1006
$13K ﹤0.01%
571
+108
1007
$13K ﹤0.01%
200
1008
$13K ﹤0.01%
275
1009
$13K ﹤0.01%
246
1010
$13K ﹤0.01%
608
1011
$12K ﹤0.01%
200
1012
$12K ﹤0.01%
119
1013
$12K ﹤0.01%
700
1014
$12K ﹤0.01%
155
1015
$12K ﹤0.01%
766
1016
$12K ﹤0.01%
286
1017
$12K ﹤0.01%
1,160
1018
$12K ﹤0.01%
200
1019
$12K ﹤0.01%
180
-526
1020
$12K ﹤0.01%
234
1021
$12K ﹤0.01%
+484
1022
$12K ﹤0.01%
121
1023
$12K ﹤0.01%
200
1024
$12K ﹤0.01%
117
1025
$11K ﹤0.01%
1,000
39 40
41
42 43