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
776
$36K ﹤0.01%
1,347
+200
777
$35K ﹤0.01%
960
778
$35K ﹤0.01%
955
779
$35K ﹤0.01%
402
780
$34K ﹤0.01%
338
781
$34K ﹤0.01%
2,336
782
$34K ﹤0.01%
4,330
783
$34K ﹤0.01%
+500
784
$34K ﹤0.01%
874
785
$34K ﹤0.01%
+2,039
786
$34K ﹤0.01%
2,626
+126
787
$34K ﹤0.01%
1,283
788
$34K ﹤0.01%
800
789
$33K ﹤0.01%
350
-62
790
$33K ﹤0.01%
1,028
791
$33K ﹤0.01%
270
792
$32K ﹤0.01%
1,000
793
$32K ﹤0.01%
2,000
794
$32K ﹤0.01%
+2,000
795
$32K ﹤0.01%
552
796
$32K ﹤0.01%
598
-1,512
797
$32K ﹤0.01%
772
-82
798
$31K ﹤0.01%
95
799
$31K ﹤0.01%
844
800
$31K ﹤0.01%
+615
30 31
32
33 34