WT
Whittier Trust Portfolio holdings
AUM
$8.29B
1-Year Return
20.48%
This Quarter Return
+1.75%
1 Year Return
+20.48%
3 Year Return
+97.44%
5 Year Return
+156.95%
10 Year Return
+320.84%
AUM
$2.26B
AUM Growth
+$57.8M
(+2.6%)
Cap. Flow
+$37.4M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
23.15%
Holding
1,282
New
58
Increased
196
Reduced
311
Closed
72
Top Buys
| 1 |
Broadcom
AVGO
|
+$16.8M |
| 2 |
Microsoft
MSFT
|
+$8.47M |
| 3 |
Sherwin-Williams
SHW
|
+$7.26M |
| 4 |
Tyson Foods
TSN
|
+$6.89M |
| 5 |
DSL
DoubleLine Income Solutions Fund
DSL
|
+$6.37M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.78M |
| 2 |
TE Connectivity
TEL
|
+$5.75M |
| 3 |
RAI
Reynolds American Inc
RAI
|
+$5.23M |
| 4 |
LyondellBasell Industries
LYB
|
+$5.19M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$4.54M |
Sector Composition
| 1 | Healthcare | 11.47% |
| 2 | Financials | 10.21% |
| 3 | Technology | 9.81% |
| 4 | Industrials | 9.18% |
| 5 | Consumer Staples | 9.12% |
