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
901
$16K ﹤0.01%
530
902
$16K ﹤0.01%
235
903
$16K ﹤0.01%
180
904
$16K ﹤0.01%
227
905
$16K ﹤0.01%
+569
906
$16K ﹤0.01%
1,545
907
$16K ﹤0.01%
300
908
$16K ﹤0.01%
69
-98
909
$16K ﹤0.01%
86
910
$15K ﹤0.01%
1,835
911
$15K ﹤0.01%
199
-42
912
$15K ﹤0.01%
727
913
$15K ﹤0.01%
450
914
$15K ﹤0.01%
350
915
$15K ﹤0.01%
2,500
916
$14K ﹤0.01%
415
917
$14K ﹤0.01%
+500
918
$14K ﹤0.01%
175
919
$14K ﹤0.01%
440
920
$14K ﹤0.01%
1,378
+620
921
$14K ﹤0.01%
293
922
$14K ﹤0.01%
200
923
$14K ﹤0.01%
3,651
924
$14K ﹤0.01%
450
925
$14K ﹤0.01%
3,971
+36
35 36
37
38 39