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
1001
$7K ﹤0.01%
+463
1002
$7K ﹤0.01%
150
1003
$7K ﹤0.01%
100
1004
$7K ﹤0.01%
100
1005
$7K ﹤0.01%
258
-920
1006
$7K ﹤0.01%
190
-14
1007
$7K ﹤0.01%
1,000
1008
$7K ﹤0.01%
464
1009
$7K ﹤0.01%
75
1010
$6K ﹤0.01%
600
1011
$6K ﹤0.01%
626
+173
1012
$6K ﹤0.01%
94
1013
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240
1014
$6K ﹤0.01%
105
1015
$6K ﹤0.01%
258
-30
1016
$6K ﹤0.01%
587
1017
$6K ﹤0.01%
140
1018
$6K ﹤0.01%
75
1019
$6K ﹤0.01%
580
1020
$6K ﹤0.01%
+1,000
1021
$6K ﹤0.01%
66
1022
$6K ﹤0.01%
275
1023
$6K ﹤0.01%
+199
1024
$6K ﹤0.01%
141
1025
$6K ﹤0.01%
100
39 40
41
42 43