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
476
$73K 0.01%
2,890
477
$73K 0.01%
3,600
-400
478
$73K 0.01%
2,127
479
$73K 0.01%
600
480
$72K 0.01%
1,147
481
$72K 0.01%
1,562
+163
482
$72K 0.01%
1,941
+997
483
$71K 0.01%
1,248
484
$71K 0.01%
5,336
485
$70K 0.01%
1,714
486
$68K 0.01%
1,115
487
$68K 0.01%
13,458
488
$67K 0.01%
1,200
489
$67K 0.01%
4,929
490
$67K 0.01%
571
491
$66K 0.01%
1,325
492
$66K 0.01%
675
493
$66K 0.01%
510
494
$64K 0.01%
870
495
$63K 0.01%
1,490
496
$63K 0.01%
1,500
497
$62K 0.01%
1,226
498
$62K 0.01%
6,364
499
$62K 0.01%
2,000
500
$62K 0.01%
910
18 19
20
21 22