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 Inc
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
1126
$6K ﹤0.01%
63
1127
$6K ﹤0.01%
141
1128
$6K ﹤0.01%
600
1129
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559
1130
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60
1131
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102
1132
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995
1133
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50
+12
1134
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305
1135
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41
1136
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87
+17
1137
$5K ﹤0.01%
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1138
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199
1139
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96
1140
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115
-721
1141
$5K ﹤0.01%
67
1142
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111
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1143
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163
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1144
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1145
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1146
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368
-40
1147
$5K ﹤0.01%
77
1148
$5K ﹤0.01%
200
1149
$5K ﹤0.01%
100
1150
$5K ﹤0.01%
186
44 45
46
47 48