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
951
$11K ﹤0.01%
685
952
$11K ﹤0.01%
651
953
$11K ﹤0.01%
205
954
$11K ﹤0.01%
341
955
$11K ﹤0.01%
360
956
$11K ﹤0.01%
1,030
-10,548
957
$11K ﹤0.01%
524
958
$11K ﹤0.01%
207
959
$11K ﹤0.01%
80
-1,525
960
$11K ﹤0.01%
1,000
961
$11K ﹤0.01%
542
-4,345
962
$11K ﹤0.01%
+450
963
$11K ﹤0.01%
1,650
964
$11K ﹤0.01%
115
965
$11K ﹤0.01%
260
966
$10K ﹤0.01%
568
967
$10K ﹤0.01%
200
968
$10K ﹤0.01%
1,247
969
$10K ﹤0.01%
900
970
$10K ﹤0.01%
776
971
$10K ﹤0.01%
1,030
972
$10K ﹤0.01%
5,800
973
$10K ﹤0.01%
310
974
$10K ﹤0.01%
250
975
$10K ﹤0.01%
150
37 38
39
40 41