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
1051
$5K ﹤0.01%
115
1052
$5K ﹤0.01%
476
+23
1053
$5K ﹤0.01%
129
1054
$5K ﹤0.01%
362
1055
$4K ﹤0.01%
25
1056
$4K ﹤0.01%
100
1057
$4K ﹤0.01%
265
-8,200
1058
$4K ﹤0.01%
84
1059
$4K ﹤0.01%
54
1060
$4K ﹤0.01%
1,500
1061
$4K ﹤0.01%
120
1062
$4K ﹤0.01%
100
1063
$4K ﹤0.01%
197
-166
1064
$4K ﹤0.01%
100
1065
$4K ﹤0.01%
112
1066
$4K ﹤0.01%
328
1067
$4K ﹤0.01%
260
1068
$4K ﹤0.01%
200
1069
$4K ﹤0.01%
89
1070
$4K ﹤0.01%
141
1071
$4K ﹤0.01%
93
1072
$4K ﹤0.01%
491
1073
$4K ﹤0.01%
68
1074
$4K ﹤0.01%
47
-17
1075
$4K ﹤0.01%
345
41 42
43
44 45