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
876
$20K ﹤0.01%
1,736
877
$20K ﹤0.01%
300
878
$19K ﹤0.01%
1,416
+1,303
879
$19K ﹤0.01%
280
880
$19K ﹤0.01%
2,162
881
$19K ﹤0.01%
698
882
$19K ﹤0.01%
300
883
$19K ﹤0.01%
498
-4,207
884
$18K ﹤0.01%
750
-1,000
885
$18K ﹤0.01%
380
-104
886
$18K ﹤0.01%
284
887
$18K ﹤0.01%
1,125
888
$18K ﹤0.01%
520
889
$18K ﹤0.01%
1,019
+34
890
$17K ﹤0.01%
2,745
891
$17K ﹤0.01%
1,625
892
$17K ﹤0.01%
+400
893
$17K ﹤0.01%
375
894
$17K ﹤0.01%
1,131
895
$17K ﹤0.01%
280
896
$16K ﹤0.01%
175
897
$16K ﹤0.01%
280
898
$16K ﹤0.01%
400
899
$16K ﹤0.01%
400
900
$16K ﹤0.01%
100
34 35
36
37 38