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