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
726
$48K ﹤0.01%
557
727
$48K ﹤0.01%
4,342
728
$47K ﹤0.01%
945
+435
729
$46K ﹤0.01%
2,130
730
$46K ﹤0.01%
1,127
-62
731
$45K ﹤0.01%
3,408
-2
732
$45K ﹤0.01%
2,000
733
$44K ﹤0.01%
425
+50
734
$43K ﹤0.01%
982
-3,515
735
$43K ﹤0.01%
2,775
736
$43K ﹤0.01%
1,450
-7,000
737
$43K ﹤0.01%
4,200
738
$43K ﹤0.01%
2,000
739
$43K ﹤0.01%
678
740
$43K ﹤0.01%
1,125
741
$42K ﹤0.01%
895
742
$42K ﹤0.01%
2,288
743
$42K ﹤0.01%
1,200
744
$42K ﹤0.01%
2,845
+2,600
745
$42K ﹤0.01%
715
746
$42K ﹤0.01%
+500
747
$41K ﹤0.01%
1,196
-326
748
$41K ﹤0.01%
2,750
+1,000
749
$41K ﹤0.01%
4,150
750
$40K ﹤0.01%
757
28 29
30
31 32