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
State Street Energy Select Sector SPDR ETF
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
851
$23K ﹤0.01%
1,006
852
$23K ﹤0.01%
1,983
853
$23K ﹤0.01%
675
+643
854
$23K ﹤0.01%
3,392
855
$23K ﹤0.01%
300
856
$23K ﹤0.01%
638
857
$22K ﹤0.01%
135
858
$22K ﹤0.01%
488
859
$22K ﹤0.01%
552
-6,501
860
$22K ﹤0.01%
800
861
$22K ﹤0.01%
880
-45
862
$21K ﹤0.01%
+1,000
863
$21K ﹤0.01%
+1,159
864
$21K ﹤0.01%
4,160
865
$21K ﹤0.01%
450
866
$21K ﹤0.01%
1,250
-1,755
867
$21K ﹤0.01%
910
-190
868
$21K ﹤0.01%
280
869
$21K ﹤0.01%
576
-30
870
$20K ﹤0.01%
+570
871
$20K ﹤0.01%
1,000
872
$20K ﹤0.01%
1,200
873
$20K ﹤0.01%
419
+200
874
$20K ﹤0.01%
427
875
$20K ﹤0.01%
145
+36
33 34
35
36 37