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
1126
$2K ﹤0.01%
24
1127
$2K ﹤0.01%
17
1128
$2K ﹤0.01%
140
1129
$2K ﹤0.01%
25
1130
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55
-3
1131
$2K ﹤0.01%
100
1132
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105
1133
$2K ﹤0.01%
25
1134
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65
1135
$1K ﹤0.01%
65
1136
$1K ﹤0.01%
75
1137
$1K ﹤0.01%
22
1138
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76
-304
1139
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140
1140
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50
1141
$1K ﹤0.01%
16
1142
$1K ﹤0.01%
25
1143
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1144
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50
1145
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151
1146
$1K ﹤0.01%
207
1147
$1K ﹤0.01%
50
1148
$1K ﹤0.01%
90
-180
1149
$1K ﹤0.01%
100
1150
$1K ﹤0.01%
50
44 45
46
47 48