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
126
$5.87M 0.2%
34,427
+193
127
$5.84M 0.2%
98,996
+3,658
128
$5.83M 0.2%
100,761
-2,158
129
$5.63M 0.19%
77,785
+1,859
130
$5.58M 0.19%
72,431
-3,379
131
$5.44M 0.18%
47,959
+363
132
$5.23M 0.18%
29,873
+20
133
$5.23M 0.18%
33,471
+1,442
134
$5.17M 0.17%
119,331
+449
135
$5.13M 0.17%
34,904
+3,043
136
$5.02M 0.17%
250,242
+23,538
137
$4.93M 0.17%
42,602
+583
138
$4.88M 0.16%
99,666
+879
139
$4.78M 0.16%
159,480
+14,102
140
$4.75M 0.16%
36,719
+1,358
141
$4.74M 0.16%
45,287
+371
142
$4.7M 0.16%
142,319
+13,531
143
$4.66M 0.16%
38,841
-329
144
$4.61M 0.15%
24,201
145
$4.57M 0.15%
33,745
+107
146
$4.54M 0.15%
18,928
+156
147
$4.54M 0.15%
53,854
+776
148
$4.53M 0.15%
71,922
+695
149
$4.52M 0.15%
81,333
+131
150
$4.41M 0.15%
18,883
+168
4 5
6
7 8