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
1226
$2K ﹤0.01%
15
1227
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1228
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+19
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14
1230
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100
1231
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+28
1232
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161
1233
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1234
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1235
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1236
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+45
1237
$2K ﹤0.01%
500
1238
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255
1239
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51
1240
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78
1241
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240
1242
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32
1243
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1244
$1K ﹤0.01%
4
1245
$1K ﹤0.01%
+36
1246
$1K ﹤0.01%
+28
1247
$1K ﹤0.01%
+64
1248
$1K ﹤0.01%
100
1249
$1K ﹤0.01%
71
1250
$1K ﹤0.01%
+12
48 49
50
51 52