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
1201
$3K ﹤0.01%
20
1202
$3K ﹤0.01%
28
1203
$2K ﹤0.01%
40
1204
$2K ﹤0.01%
202
1205
$2K ﹤0.01%
50
1206
$2K ﹤0.01%
+30
1207
$2K ﹤0.01%
+56
1208
$2K ﹤0.01%
67
1209
$2K ﹤0.01%
79
+24
1210
$2K ﹤0.01%
265
1211
$2K ﹤0.01%
75
1212
$2K ﹤0.01%
+113
1213
$2K ﹤0.01%
25
1214
$2K ﹤0.01%
10
1215
$2K ﹤0.01%
170
1216
$2K ﹤0.01%
10
1217
$2K ﹤0.01%
22
1218
$2K ﹤0.01%
3
1219
$2K ﹤0.01%
75
1220
$2K ﹤0.01%
78
1221
$2K ﹤0.01%
45
1222
$2K ﹤0.01%
36
1223
$2K ﹤0.01%
335
1224
$2K ﹤0.01%
24
1225
$2K ﹤0.01%
64
47 48
49
50 51