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
1026
$11K ﹤0.01%
162
1027
$11K ﹤0.01%
+563
1028
$11K ﹤0.01%
174
1029
$11K ﹤0.01%
1,030
1030
$11K ﹤0.01%
524
1031
$11K ﹤0.01%
335
1032
$11K ﹤0.01%
101
1033
$11K ﹤0.01%
505
1034
$11K ﹤0.01%
275
1035
$11K ﹤0.01%
253
1036
$11K ﹤0.01%
1,174
1037
$11K ﹤0.01%
34
1038
$11K ﹤0.01%
252
1039
$11K ﹤0.01%
199
+26
1040
$11K ﹤0.01%
9
+2
1041
$11K ﹤0.01%
393
1042
$11K ﹤0.01%
140
1043
$10K ﹤0.01%
143
1044
$10K ﹤0.01%
568
1045
$10K ﹤0.01%
328
1046
$10K ﹤0.01%
145
1047
$10K ﹤0.01%
149
1048
$10K ﹤0.01%
310
1049
$10K ﹤0.01%
150
1050
$10K ﹤0.01%
256
40 41
42
43 44