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
1151
$4K ﹤0.01%
+26
1152
$4K ﹤0.01%
207
1153
$4K ﹤0.01%
3
1154
$4K ﹤0.01%
100
1155
$4K ﹤0.01%
50
1156
$4K ﹤0.01%
69
1157
$4K ﹤0.01%
100
1158
$4K ﹤0.01%
34
1159
$4K ﹤0.01%
70
1160
$4K ﹤0.01%
100
1161
$4K ﹤0.01%
472
1162
$4K ﹤0.01%
100
1163
$4K ﹤0.01%
550
1164
$4K ﹤0.01%
200
1165
$4K ﹤0.01%
96
1166
$4K ﹤0.01%
308
1167
$4K ﹤0.01%
+155
1168
$4K ﹤0.01%
106
1169
$4K ﹤0.01%
61
1170
$4K ﹤0.01%
155
1171
$4K ﹤0.01%
100
1172
$4K ﹤0.01%
241
1173
$4K ﹤0.01%
190
1174
$4K ﹤0.01%
68
1175
$4K ﹤0.01%
362