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
1026
$6K ﹤0.01%
458
1027
$6K ﹤0.01%
+610
1028
$6K ﹤0.01%
190
1029
$6K ﹤0.01%
+171
1030
$6K ﹤0.01%
1,065
1031
$5K ﹤0.01%
305
1032
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700
1033
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27
1034
$5K ﹤0.01%
300
1035
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369
1036
$5K ﹤0.01%
+1,040
1037
$5K ﹤0.01%
445
1038
$5K ﹤0.01%
+385
1039
$5K ﹤0.01%
102
1040
$5K ﹤0.01%
106
1041
$5K ﹤0.01%
60
1042
$5K ﹤0.01%
100
1043
$5K ﹤0.01%
100
1044
$5K ﹤0.01%
1,111
1045
$5K ﹤0.01%
70
1046
$5K ﹤0.01%
241
1047
$5K ﹤0.01%
190
1048
$5K ﹤0.01%
150
1049
$5K ﹤0.01%
115
1050
$5K ﹤0.01%
476
+23