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
776
$12K ﹤0.01%
268
777
$12K ﹤0.01%
390
778
$11K ﹤0.01%
55
779
$11K ﹤0.01%
225
780
$11K ﹤0.01%
300
781
$11K ﹤0.01%
261
782
$11K ﹤0.01%
330
783
$11K ﹤0.01%
185
784
$11K ﹤0.01%
225
785
$10K ﹤0.01%
115
786
$10K ﹤0.01%
600
787
$10K ﹤0.01%
700
788
$10K ﹤0.01%
290
789
$10K ﹤0.01%
133
790
$10K ﹤0.01%
100
791
$10K ﹤0.01%
+306
792
$10K ﹤0.01%
118
-28
793
$10K ﹤0.01%
350
794
$10K ﹤0.01%
750
795
$10K ﹤0.01%
100
796
$10K ﹤0.01%
+500
797
$10K ﹤0.01%
310
798
$10K ﹤0.01%
183
799
$9K ﹤0.01%
150
800
$9K ﹤0.01%
1,000
30 31
32
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