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
1051
$10K ﹤0.01%
1,914
1052
$10K ﹤0.01%
634
+225
1053
$10K ﹤0.01%
154
+19
1054
$10K ﹤0.01%
612
1055
$10K ﹤0.01%
247
1056
$10K ﹤0.01%
1,125
1057
$10K ﹤0.01%
88
1058
$10K ﹤0.01%
450
1059
$9K ﹤0.01%
+100
1060
$9K ﹤0.01%
362
1061
$9K ﹤0.01%
496
1062
$9K ﹤0.01%
1,099
+34
1063
$9K ﹤0.01%
231
1064
$9K ﹤0.01%
431
1065
$9K ﹤0.01%
1,370
1066
$9K ﹤0.01%
66
1067
$9K ﹤0.01%
178
+63
1068
$9K ﹤0.01%
1,367
+5
1069
$9K ﹤0.01%
89
1070
$9K ﹤0.01%
562
-109
1071
$9K ﹤0.01%
93
1072
$9K ﹤0.01%
48
1073
$9K ﹤0.01%
482
+422
1074
$8K ﹤0.01%
385
1075
$8K ﹤0.01%
191
41 42
43
44 45