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
1126
$2K ﹤0.01%
191
+56
1127
$2K ﹤0.01%
198
1128
$2K ﹤0.01%
78
1129
$2K ﹤0.01%
185
1130
$2K ﹤0.01%
24
1131
$2K ﹤0.01%
25
1132
$2K ﹤0.01%
95
1133
$2K ﹤0.01%
65
1134
$1K ﹤0.01%
100
1135
$1K ﹤0.01%
50
1136
$1K ﹤0.01%
71
1137
$1K ﹤0.01%
67
1138
$1K ﹤0.01%
40
1139
$1K ﹤0.01%
26
1140
$1K ﹤0.01%
75
1141
$1K ﹤0.01%
22
1142
$1K ﹤0.01%
76
-304
1143
$1K ﹤0.01%
140
1144
$1K ﹤0.01%
308
1145
$1K ﹤0.01%
50
1146
$1K ﹤0.01%
16
1147
$1K ﹤0.01%
25
1148
$1K ﹤0.01%
11
1149
$1K ﹤0.01%
23
+12
1150
$1K ﹤0.01%
36
44 45
46
47 48