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
1101
$7K ﹤0.01%
873
-983
1102
$7K ﹤0.01%
109
1103
$7K ﹤0.01%
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1104
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1105
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1106
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1107
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1108
$6K ﹤0.01%
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1109
$6K ﹤0.01%
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1110
$6K ﹤0.01%
559
1111
$6K ﹤0.01%
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1112
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1113
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1114
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1115
$6K ﹤0.01%
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1116
$6K ﹤0.01%
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1117
$6K ﹤0.01%
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1118
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1119
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1120
$6K ﹤0.01%
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1121
$6K ﹤0.01%
293
+93
1122
$6K ﹤0.01%
57
1123
$6K ﹤0.01%
63
1124
$6K ﹤0.01%
141
1125
$6K ﹤0.01%
102