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
626
$82K ﹤0.01%
1,586
627
$82K ﹤0.01%
1,650
628
$81K ﹤0.01%
970
629
$81K ﹤0.01%
3,300
630
$79K ﹤0.01%
61
631
$79K ﹤0.01%
825
-49
632
$79K ﹤0.01%
2,200
633
$78K ﹤0.01%
2,152
634
$78K ﹤0.01%
910
635
$77K ﹤0.01%
2,723
636
$76K ﹤0.01%
970
637
$76K ﹤0.01%
4,170
-1,500
638
$75K ﹤0.01%
2,625
-832
639
$75K ﹤0.01%
4,306
+2,194
640
$75K ﹤0.01%
875
641
$75K ﹤0.01%
2,045
642
$74K ﹤0.01%
6,004
643
$74K ﹤0.01%
3,250
+1,000
644
$74K ﹤0.01%
1,338
645
$73K ﹤0.01%
1,028
646
$73K ﹤0.01%
4,500
647
$73K ﹤0.01%
+9,100
648
$72K ﹤0.01%
1,900
649
$72K ﹤0.01%
5,600
650
$72K ﹤0.01%
2,205
24 25
26
27 28