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
751
$40K ﹤0.01%
455
752
$39K ﹤0.01%
818
753
$39K ﹤0.01%
433
754
$39K ﹤0.01%
1,520
-4,180
755
$39K ﹤0.01%
4,760
-100
756
$39K ﹤0.01%
390
757
$39K ﹤0.01%
3,335
758
$39K ﹤0.01%
320
759
$39K ﹤0.01%
586
760
$38K ﹤0.01%
350
761
$38K ﹤0.01%
1,117
762
$38K ﹤0.01%
2,250
763
$38K ﹤0.01%
421
764
$38K ﹤0.01%
688
765
$37K ﹤0.01%
667
+500
766
$37K ﹤0.01%
1,650
767
$37K ﹤0.01%
400
768
$37K ﹤0.01%
1,028
769
$37K ﹤0.01%
470
+195
770
$37K ﹤0.01%
804
771
$36K ﹤0.01%
665
772
$36K ﹤0.01%
400
773
$36K ﹤0.01%
2,000
774
$36K ﹤0.01%
29
775
$36K ﹤0.01%
300
29 30
31
32 33