WT

Whittier Trust Portfolio holdings

AUM $9.23B
1-Year Est. Return 25.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.93%
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%
+1,000
1127
$2K ﹤0.01%
105
1128
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122
1129
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68
1130
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191
+56
1131
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198
1132
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78
1133
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1134
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40
1135
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26
1136
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75
1137
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22
1138
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76
-304
1139
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140
1140
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308
1141
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50
1142
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64
1143
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25
1144
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11
1145
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23
+12
1146
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36
1147
$1K ﹤0.01%
100
1148
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15
1149
$1K ﹤0.01%
80
-273
1150
$1K ﹤0.01%
207
44 45
46
47 48