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
1276
$1K ﹤0.01%
16
1277
$1K ﹤0.01%
140
1278
$1K ﹤0.01%
65
1279
$1K ﹤0.01%
25
1280
$1K ﹤0.01%
60
1281
$1K ﹤0.01%
+43
1282
$1K ﹤0.01%
11
1283
$1K ﹤0.01%
+39
1284
$1K ﹤0.01%
23
1285
$1K ﹤0.01%
+31
1286
$1K ﹤0.01%
19
1287
$1K ﹤0.01%
70
1288
$1K ﹤0.01%
70
1289
$1K ﹤0.01%
80
1290
$1K ﹤0.01%
+29
1291
$1K ﹤0.01%
6
1292
$1K ﹤0.01%
+100
1293
$1K ﹤0.01%
24
1294
$1K ﹤0.01%
11
-152
1295
$1K ﹤0.01%
15
1296
$1K ﹤0.01%
+38
1297
$1K ﹤0.01%
50
1298
$1K ﹤0.01%
+50
1299
$1K ﹤0.01%
+11
1300
$1K ﹤0.01%
+117
50 51
52
53 54