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
176
$3.27M 0.11%
256,760
+2,264
177
$3.25M 0.11%
15,067
+1,018
178
$3.25M 0.11%
52,133
-239
179
$3.21M 0.11%
24,365
+214
180
$3.19M 0.11%
50,923
-646
181
$3.16M 0.11%
45,932
-628
182
$3.09M 0.1%
102,409
-3,563
183
$3.06M 0.1%
32,194
+11,676
184
$3.06M 0.1%
+49,153
185
$3.04M 0.1%
56,281
186
$3.03M 0.1%
22,402
+6,156
187
$2.93M 0.1%
28,174
-1,353
188
$2.91M 0.1%
31,190
+262
189
$2.86M 0.1%
65,696
+1,316
190
$2.8M 0.09%
48,185
+1,875
191
$2.79M 0.09%
22,456
+198
192
$2.73M 0.09%
31,575
+8,300
193
$2.72M 0.09%
24,658
-491
194
$2.72M 0.09%
59,205
+5,164
195
$2.69M 0.09%
52,656
+470
196
$2.69M 0.09%
140,768
-1,999
197
$2.69M 0.09%
19,636
-167
198
$2.65M 0.09%
75,854
-562
199
$2.64M 0.09%
2,046
+39
200
$2.63M 0.09%
69,956
+6,388
6 7
8
9 10