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
1026
$6K ﹤0.01%
141
1027
$6K ﹤0.01%
100
1028
$6K ﹤0.01%
458
1029
$6K ﹤0.01%
+610
1030
$6K ﹤0.01%
190
1031
$6K ﹤0.01%
+171
1032
$5K ﹤0.01%
+1,040
1033
$5K ﹤0.01%
150
1034
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115
1035
$5K ﹤0.01%
476
+23
1036
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305
1037
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700
1038
$5K ﹤0.01%
27
1039
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300
1040
$5K ﹤0.01%
369
1041
$5K ﹤0.01%
445
1042
$5K ﹤0.01%
217
1043
$5K ﹤0.01%
+385
1044
$5K ﹤0.01%
102
1045
$5K ﹤0.01%
106
1046
$5K ﹤0.01%
60
1047
$5K ﹤0.01%
100
1048
$5K ﹤0.01%
100
1049
$5K ﹤0.01%
1,111
1050
$5K ﹤0.01%
70