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
601
$35K ﹤0.01%
600
602
$35K ﹤0.01%
225
+150
603
$34K ﹤0.01%
779
604
$34K ﹤0.01%
4,200
605
$34K ﹤0.01%
29
606
$33K ﹤0.01%
705
607
$33K ﹤0.01%
755
608
$33K ﹤0.01%
1,508
609
$33K ﹤0.01%
943
610
$33K ﹤0.01%
600
611
$33K ﹤0.01%
476
612
$32K ﹤0.01%
630
613
$32K ﹤0.01%
285
614
$32K ﹤0.01%
560
615
$31K ﹤0.01%
400
616
$31K ﹤0.01%
248
617
$31K ﹤0.01%
350
618
$31K ﹤0.01%
660
619
$30K ﹤0.01%
270
620
$30K ﹤0.01%
455
621
$30K ﹤0.01%
743
622
$30K ﹤0.01%
300
623
$30K ﹤0.01%
268
624
$29K ﹤0.01%
1,460
625
$29K ﹤0.01%
375
23 24
25
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