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
651
$26K ﹤0.01%
469
652
$26K ﹤0.01%
1,568
653
$26K ﹤0.01%
744
654
$26K ﹤0.01%
284
655
$26K ﹤0.01%
1,850
656
$25K ﹤0.01%
730
657
$25K ﹤0.01%
1,546
658
$25K ﹤0.01%
284
659
$25K ﹤0.01%
2,015
660
$25K ﹤0.01%
720
661
$25K ﹤0.01%
1,000
662
$25K ﹤0.01%
1,965
663
$25K ﹤0.01%
452
664
$25K ﹤0.01%
371
665
$25K ﹤0.01%
500
666
$25K ﹤0.01%
1,275
667
$25K ﹤0.01%
450
668
$24K ﹤0.01%
700
669
$24K ﹤0.01%
1,400
670
$24K ﹤0.01%
688
671
$24K ﹤0.01%
500
672
$24K ﹤0.01%
400
673
$23K ﹤0.01%
740
674
$23K ﹤0.01%
2,250
675
$23K ﹤0.01%
1,056
25 26
27
28 29