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
State Street Energy Select Sector SPDR ETF
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
1026
$6K ﹤0.01%
458
1027
$6K ﹤0.01%
+610
1028
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190
1029
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+171
1030
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75
1031
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+199
1032
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305
1033
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700
1034
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27
1035
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300
1036
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369
1037
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+1,040
1038
$5K ﹤0.01%
445
1039
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217
1040
$5K ﹤0.01%
+385
1041
$5K ﹤0.01%
102
1042
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106
1043
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60
1044
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100
1045
$5K ﹤0.01%
100
1046
$5K ﹤0.01%
1,111
1047
$5K ﹤0.01%
70
1048
$5K ﹤0.01%
241
1049
$5K ﹤0.01%
190
1050
$5K ﹤0.01%
150