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
$2.26B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,282
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$8.47M
3
+$7.26M
4
TSN icon
Tyson Foods
TSN
+$6.89M
5
DSL
DoubleLine Income Solutions Fund
DSL
+$6.37M

Top Sells

1
+$5.78M
2
+$5.75M
3
+$5.23M
4
LYB icon
LyondellBasell Industries
LYB
+$5.19M
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$83K ﹤0.01%
2,782
627
$82K ﹤0.01%
1,586
628
$82K ﹤0.01%
1,650
629
$81K ﹤0.01%
3,300
630
$81K ﹤0.01%
970
631
$79K ﹤0.01%
61
632
$79K ﹤0.01%
825
-49
633
$79K ﹤0.01%
2,200
634
$78K ﹤0.01%
2,152
635
$78K ﹤0.01%
910
636
$77K ﹤0.01%
2,723
637
$76K ﹤0.01%
970
638
$76K ﹤0.01%
4,170
-1,500
639
$75K ﹤0.01%
875
640
$75K ﹤0.01%
2,625
-832
641
$75K ﹤0.01%
4,306
+2,194
642
$75K ﹤0.01%
2,045
643
$74K ﹤0.01%
3,250
+1,000
644
$74K ﹤0.01%
6,004
645
$74K ﹤0.01%
1,338
646
$73K ﹤0.01%
1,028
647
$73K ﹤0.01%
1,500
648
$73K ﹤0.01%
+9,100
649
$72K ﹤0.01%
1,900
650
$72K ﹤0.01%
5,600
24 25
26
27 28