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
826
$26K ﹤0.01%
2,129
-135
827
$26K ﹤0.01%
1,600
-600
828
$26K ﹤0.01%
400
829
$26K ﹤0.01%
1,000
830
$26K ﹤0.01%
560
831
$26K ﹤0.01%
1,500
832
$25K ﹤0.01%
+1,241
833
$25K ﹤0.01%
332
834
$25K ﹤0.01%
1,000
835
$25K ﹤0.01%
1,144
-82
836
$25K ﹤0.01%
314
837
$25K ﹤0.01%
3,089
838
$25K ﹤0.01%
400
839
$25K ﹤0.01%
1,000
840
$25K ﹤0.01%
2,000
841
$24K ﹤0.01%
21,152
+7,115
842
$24K ﹤0.01%
910
-56
843
$24K ﹤0.01%
360
844
$24K ﹤0.01%
1,802
845
$24K ﹤0.01%
150
846
$24K ﹤0.01%
594
+404
847
$24K ﹤0.01%
600
848
$24K ﹤0.01%
270
849
$23K ﹤0.01%
458
850
$23K ﹤0.01%
1,006
32 33
34
35 36