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
701
$20K ﹤0.01%
316
702
$20K ﹤0.01%
613
703
$20K ﹤0.01%
1,476
704
$19K ﹤0.01%
204
705
$19K ﹤0.01%
700
706
$19K ﹤0.01%
750
707
$19K ﹤0.01%
400
708
$19K ﹤0.01%
342
709
$19K ﹤0.01%
600
710
$19K ﹤0.01%
510
711
$19K ﹤0.01%
810
712
$18K ﹤0.01%
1,280
-6
713
$18K ﹤0.01%
230
714
$18K ﹤0.01%
1,526
715
$18K ﹤0.01%
1,047
716
$18K ﹤0.01%
830
717
$18K ﹤0.01%
163
-80
718
$18K ﹤0.01%
734
719
$18K ﹤0.01%
268
720
$18K ﹤0.01%
124
721
$18K ﹤0.01%
265
722
$18K ﹤0.01%
295
723
$17K ﹤0.01%
5,000
724
$17K ﹤0.01%
741
725
$17K ﹤0.01%
393
27 28
29
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