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
876
$20K ﹤0.01%
2,367
877
$20K ﹤0.01%
1,736
878
$20K ﹤0.01%
300
879
$19K ﹤0.01%
1,416
+1,303
880
$19K ﹤0.01%
300
881
$19K ﹤0.01%
498
-4,207
882
$19K ﹤0.01%
280
883
$19K ﹤0.01%
2,162
884
$19K ﹤0.01%
698
885
$18K ﹤0.01%
750
-1,000
886
$18K ﹤0.01%
1,019
+34
887
$18K ﹤0.01%
380
-104
888
$18K ﹤0.01%
520
889
$18K ﹤0.01%
284
890
$18K ﹤0.01%
1,125
891
$17K ﹤0.01%
280
892
$17K ﹤0.01%
2,745
893
$17K ﹤0.01%
1,625
894
$17K ﹤0.01%
+400
895
$17K ﹤0.01%
375
896
$17K ﹤0.01%
1,131
897
$16K ﹤0.01%
300
898
$16K ﹤0.01%
175
899
$16K ﹤0.01%
280
900
$16K ﹤0.01%
400
34 35
36
37 38