WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.26B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$8.04M
3
+$6.69M
4
TSN icon
Tyson Foods
TSN
+$6.22M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$6.05M

Top Sells

1
+$5.48M
2
+$5.39M
3
+$5.1M
4
LYB icon
LyondellBasell Industries
LYB
+$4.87M
5
CF icon
CF Industries
CF
+$4.62M

Sector Composition

1 Healthcare 11.47%
2 Financials 10.21%
3 Technology 9.81%
4 Industrials 9.18%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$93K ﹤0.01%
451
602
$92K ﹤0.01%
4,751
+2,021
603
$92K ﹤0.01%
3,911
604
$91K ﹤0.01%
4,704
-101
605
$89K ﹤0.01%
1,692
606
$89K ﹤0.01%
2,900
+600
607
$89K ﹤0.01%
1,797
608
$88K ﹤0.01%
+11,200
609
$87K ﹤0.01%
1,150
610
$87K ﹤0.01%
1,771
-2
611
$87K ﹤0.01%
2,273
612
$86K ﹤0.01%
8,588
613
$85K ﹤0.01%
1,700
614
$85K ﹤0.01%
388
615
$85K ﹤0.01%
5,000
616
$85K ﹤0.01%
4,636
+102
617
$85K ﹤0.01%
4,756
-3,248
618
$85K ﹤0.01%
470
619
$85K ﹤0.01%
2,068
-258
620
$84K ﹤0.01%
5,814
621
$84K ﹤0.01%
+1,018
622
$84K ﹤0.01%
650
623
$84K ﹤0.01%
3,390
-2,902
624
$83K ﹤0.01%
2,364
625
$83K ﹤0.01%
2,782
23 24
25
26 27