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
551
$45K 0.01%
1,054
-350
552
$45K 0.01%
1,893
553
$45K 0.01%
2,817
554
$44K 0.01%
1,400
555
$44K 0.01%
1,056
556
$44K 0.01%
850
557
$44K 0.01%
1,503
558
$44K 0.01%
900
559
$43K ﹤0.01%
1,000
560
$43K ﹤0.01%
472
-1,753
561
$43K ﹤0.01%
1,050
562
$43K ﹤0.01%
1,136
563
$42K ﹤0.01%
2,000
564
$42K ﹤0.01%
1,139
565
$42K ﹤0.01%
616
566
$42K ﹤0.01%
505
567
$41K ﹤0.01%
1,250
568
$41K ﹤0.01%
3,000
569
$41K ﹤0.01%
724
570
$41K ﹤0.01%
345
571
$40K ﹤0.01%
775
572
$40K ﹤0.01%
1,875
573
$40K ﹤0.01%
1,500
-500
574
$40K ﹤0.01%
3,000
575
$40K ﹤0.01%
600
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