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
976
$10K ﹤0.01%
240
977
$10K ﹤0.01%
+200
978
$10K ﹤0.01%
408
-1,744
979
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105
980
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222
981
$10K ﹤0.01%
1,308
+568
982
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+250
983
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180
984
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718
-178
985
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26
986
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145
987
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233
988
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334
989
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177
990
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118
991
$8K ﹤0.01%
133
-78
992
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145
993
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872
994
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270
-123
995
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246
996
$8K ﹤0.01%
88
997
$8K ﹤0.01%
200
998
$8K ﹤0.01%
1,168
-600
999
$8K ﹤0.01%
231
1000
$7K ﹤0.01%
170
38 39
40
41 42