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
701
$55K ﹤0.01%
2,024
+96
702
$54K ﹤0.01%
400
703
$54K ﹤0.01%
581
-85
704
$54K ﹤0.01%
2,292
705
$54K ﹤0.01%
1,610
706
$53K ﹤0.01%
2,364
707
$53K ﹤0.01%
3,984
708
$53K ﹤0.01%
4,800
-5,000
709
$53K ﹤0.01%
494
710
$53K ﹤0.01%
1,176
-24,351
711
$52K ﹤0.01%
8
712
$52K ﹤0.01%
1,180
713
$52K ﹤0.01%
834
714
$51K ﹤0.01%
400
715
$51K ﹤0.01%
2,000
716
$51K ﹤0.01%
510
+349
717
$50K ﹤0.01%
+8,562
718
$50K ﹤0.01%
+2,182
719
$50K ﹤0.01%
+450
720
$50K ﹤0.01%
3,118
721
$49K ﹤0.01%
1,300
722
$49K ﹤0.01%
7,500
723
$49K ﹤0.01%
3,237
-434
724
$48K ﹤0.01%
4,342
725
$48K ﹤0.01%
1,605
27 28
29
30 31