TT

Tiedemann Trust Portfolio holdings

AUM $542M
1-Year Est. Return 1.38%
This Quarter Est. Return
1 Year Est. Return
+1.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$598M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$76.6M
3
+$67.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$30M
5
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.05%
2 Industrials 1.76%
3 Technology 1.66%
4 Healthcare 1.62%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.11M 0.85%
+360,976
27
$4.77M 0.8%
+98,138
28
$3.96M 0.66%
+60,981
29
$3.89M 0.65%
+104,041
30
$3.8M 0.64%
+42,044
31
$3.42M 0.57%
+39,850
32
$2.79M 0.47%
+136,388
33
$2.09M 0.35%
+18,778
34
$1.99M 0.33%
+90,699
35
$1.69M 0.28%
+21,959
36
$1.63M 0.27%
+41,806
37
$1.34M 0.22%
+25,487
38
$1.28M 0.21%
+36,968
39
$1.17M 0.2%
+44,051
40
$1.11M 0.18%
+14,127
41
$1.04M 0.17%
+43,113
42
$1.02M 0.17%
+8,617
43
$1.01M 0.17%
+17,214
44
$973K 0.16%
+5,329
45
$964K 0.16%
+1,127
46
$947K 0.16%
+15,000
47
$935K 0.16%
+16,000
48
$892K 0.15%
+21,637
49
$879K 0.15%
+15,356
50
$789K 0.13%
+8,000
1
2
3 4 5