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
626
$29K ﹤0.01%
972
627
$29K ﹤0.01%
343
+52
628
$29K ﹤0.01%
448
629
$29K ﹤0.01%
256
630
$28K ﹤0.01%
475
-1,975
631
$28K ﹤0.01%
1,034
632
$28K ﹤0.01%
159
633
$28K ﹤0.01%
1,149
634
$28K ﹤0.01%
3,000
635
$28K ﹤0.01%
2,000
636
$28K ﹤0.01%
1,100
637
$28K ﹤0.01%
913
638
$28K ﹤0.01%
900
639
$28K ﹤0.01%
1,219
-1,365
640
$28K ﹤0.01%
449
641
$27K ﹤0.01%
750
642
$27K ﹤0.01%
766
643
$27K ﹤0.01%
2,392
644
$27K ﹤0.01%
1,134
-2,114
645
$27K ﹤0.01%
600
646
$27K ﹤0.01%
602
-8
647
$27K ﹤0.01%
735
648
$27K ﹤0.01%
1,311
649
$26K ﹤0.01%
980
650
$26K ﹤0.01%
757
24 25
26
27 28