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
1076
$8K ﹤0.01%
300
1077
$8K ﹤0.01%
119
1078
$8K ﹤0.01%
95
1079
$8K ﹤0.01%
626
1080
$8K ﹤0.01%
151
1081
$8K ﹤0.01%
240
1082
$8K ﹤0.01%
125
1083
$8K ﹤0.01%
225
1084
$8K ﹤0.01%
140
1085
$8K ﹤0.01%
145
1086
$8K ﹤0.01%
952
+422
1087
$8K ﹤0.01%
70
1088
$8K ﹤0.01%
171
1089
$7K ﹤0.01%
220
1090
$7K ﹤0.01%
241
1091
$7K ﹤0.01%
178
1092
$7K ﹤0.01%
341
1093
$7K ﹤0.01%
5,800
1094
$7K ﹤0.01%
122
1095
$7K ﹤0.01%
105
1096
$7K ﹤0.01%
17
1097
$7K ﹤0.01%
580
1098
$7K ﹤0.01%
260
1099
$7K ﹤0.01%
850
1100
$7K ﹤0.01%
100