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
751
$14K ﹤0.01%
211
752
$14K ﹤0.01%
1,375
753
$14K ﹤0.01%
+170
754
$14K ﹤0.01%
585
755
$14K ﹤0.01%
288
756
$14K ﹤0.01%
681
757
$14K ﹤0.01%
300
758
$14K ﹤0.01%
1,205
-2,000
759
$14K ﹤0.01%
415
760
$14K ﹤0.01%
564
761
$14K ﹤0.01%
340
762
$14K ﹤0.01%
1,148
763
$13K ﹤0.01%
2,284
764
$13K ﹤0.01%
500
765
$13K ﹤0.01%
240
766
$13K ﹤0.01%
486
767
$13K ﹤0.01%
247
+235
768
$12K ﹤0.01%
99
769
$12K ﹤0.01%
1,160
770
$12K ﹤0.01%
325
771
$12K ﹤0.01%
310
772
$12K ﹤0.01%
250
773
$12K ﹤0.01%
280
774
$12K ﹤0.01%
334
775
$12K ﹤0.01%
350
-1,000
29 30
31
32 33