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
Energy Select Sector SPDR Fund
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
951
$11K ﹤0.01%
192
952
$11K ﹤0.01%
685
953
$11K ﹤0.01%
1,953
954
$11K ﹤0.01%
205
955
$11K ﹤0.01%
341
956
$11K ﹤0.01%
360
957
$11K ﹤0.01%
1,030
-10,548
958
$11K ﹤0.01%
524
959
$11K ﹤0.01%
1,650
960
$11K ﹤0.01%
115
961
$11K ﹤0.01%
260
962
$11K ﹤0.01%
207
963
$11K ﹤0.01%
80
-1,525
964
$11K ﹤0.01%
1,000
965
$11K ﹤0.01%
542
-4,345
966
$11K ﹤0.01%
+450
967
$10K ﹤0.01%
568
968
$10K ﹤0.01%
200
969
$10K ﹤0.01%
1,247
970
$10K ﹤0.01%
900
971
$10K ﹤0.01%
776
972
$10K ﹤0.01%
1,030
973
$10K ﹤0.01%
5,800
974
$10K ﹤0.01%
310
975
$10K ﹤0.01%
250
37 38
39
40 41