WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$870M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$813K
3
+$650K
4
CF icon
CF Industries
CF
+$600K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$574K

Top Sells

1
+$10.8M
2
+$1.08M
3
+$809K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$804K
5
DD
Du Pont De Nemours E I
DD
+$730K

Sector Composition

1 Healthcare 11.65%
2 Technology 11.3%
3 Financials 9%
4 Industrials 7.96%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$488K 0.06%
7,138
252
$480K 0.06%
14,693
-1,480
253
$479K 0.06%
2,898
+67
254
$475K 0.05%
5,838
255
$456K 0.05%
12,770
256
$454K 0.05%
9,150
257
$452K 0.05%
27,695
-1,000
258
$451K 0.05%
6,350
259
$451K 0.05%
+16,013
260
$448K 0.05%
3,983
261
$446K 0.05%
6,442
+187
262
$446K 0.05%
88,375
263
$445K 0.05%
8,658
264
$444K 0.05%
20,840
+1,215
265
$414K 0.05%
5,165
266
$401K 0.05%
16,972
267
$394K 0.05%
10,300
268
$388K 0.04%
4,539
-55
269
$383K 0.04%
3,217
270
$381K 0.04%
3,990
-300
271
$380K 0.04%
9,099
+67
272
$380K 0.04%
16,187
+3,750
273
$379K 0.04%
3,886
274
$378K 0.04%
9,975
-165
275
$378K 0.04%
10,029
+150
9 10
11
12 13