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
1076
$4K ﹤0.01%
1,500
1077
$4K ﹤0.01%
110
1078
$4K ﹤0.01%
300
1079
$4K ﹤0.01%
47
-17
1080
$4K ﹤0.01%
70
1081
$3K ﹤0.01%
82
1082
$3K ﹤0.01%
201
1083
$3K ﹤0.01%
60
1084
$3K ﹤0.01%
33
1085
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35
1086
$3K ﹤0.01%
180
1087
$3K ﹤0.01%
830
1088
$3K ﹤0.01%
43
1089
$3K ﹤0.01%
81
1090
$3K ﹤0.01%
70
1091
$3K ﹤0.01%
130
1092
$3K ﹤0.01%
131
1093
$3K ﹤0.01%
12
1094
$3K ﹤0.01%
255
1095
$3K ﹤0.01%
100
1096
$3K ﹤0.01%
18
1097
$3K ﹤0.01%
50
1098
$3K ﹤0.01%
87
1099
$3K ﹤0.01%
190
1100
$3K ﹤0.01%
+314
42 43
44
45 46