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
851
$23K ﹤0.01%
1,983
852
$23K ﹤0.01%
675
+643
853
$23K ﹤0.01%
3,392
854
$23K ﹤0.01%
300
855
$23K ﹤0.01%
638
856
$22K ﹤0.01%
552
-6,501
857
$22K ﹤0.01%
880
-45
858
$22K ﹤0.01%
135
859
$22K ﹤0.01%
488
860
$22K ﹤0.01%
800
861
$21K ﹤0.01%
4,160
862
$21K ﹤0.01%
910
-190
863
$21K ﹤0.01%
280
864
$21K ﹤0.01%
576
-30
865
$21K ﹤0.01%
+1,000
866
$21K ﹤0.01%
+1,159
867
$21K ﹤0.01%
450
868
$21K ﹤0.01%
1,250
-1,755
869
$20K ﹤0.01%
+570
870
$20K ﹤0.01%
1,000
871
$20K ﹤0.01%
1,200
872
$20K ﹤0.01%
419
+200
873
$20K ﹤0.01%
427
874
$20K ﹤0.01%
145
+36
875
$20K ﹤0.01%
2,367
33 34
35
36 37