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
1176
$3K ﹤0.01%
201
1177
$3K ﹤0.01%
2,462
1178
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41
1179
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110
+80
1180
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84
1181
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105
1182
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95
1183
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150
1184
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57
+19
1185
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+20
1186
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32
1187
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1188
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13
1189
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362
1190
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1191
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59
1192
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40
1193
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339
+150
1194
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50
1195
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234
1196
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97
1197
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140
1198
$3K ﹤0.01%
150
1199
$3K ﹤0.01%
49
1200
$3K ﹤0.01%
131
46 47
48
49 50