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
726
$17K ﹤0.01%
760
727
$17K ﹤0.01%
65
728
$17K ﹤0.01%
570
729
$17K ﹤0.01%
324
730
$17K ﹤0.01%
316
731
$17K ﹤0.01%
509
732
$16K ﹤0.01%
211
733
$16K ﹤0.01%
510
734
$16K ﹤0.01%
943
735
$16K ﹤0.01%
243
736
$16K ﹤0.01%
2,090
737
$16K ﹤0.01%
665
738
$16K ﹤0.01%
275
739
$16K ﹤0.01%
265
-4,735
740
$16K ﹤0.01%
95
741
$16K ﹤0.01%
1,435
742
$16K ﹤0.01%
462
743
$16K ﹤0.01%
320
744
$16K ﹤0.01%
225
745
$15K ﹤0.01%
349
746
$15K ﹤0.01%
527
747
$15K ﹤0.01%
1,036
748
$15K ﹤0.01%
115
749
$14K ﹤0.01%
675
750
$14K ﹤0.01%
700
28 29
30
31 32