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
801
$9K ﹤0.01%
100
802
$9K ﹤0.01%
+256
803
$9K ﹤0.01%
1,105
804
$9K ﹤0.01%
600
805
$9K ﹤0.01%
600
806
$9K ﹤0.01%
+379
807
$8K ﹤0.01%
174
808
$8K ﹤0.01%
131
809
$8K ﹤0.01%
672
810
$8K ﹤0.01%
240
811
$8K ﹤0.01%
150
812
$8K ﹤0.01%
200
813
$8K ﹤0.01%
160
814
$8K ﹤0.01%
281
815
$7K ﹤0.01%
150
816
$7K ﹤0.01%
300
817
$7K ﹤0.01%
300
818
$7K ﹤0.01%
200
819
$7K ﹤0.01%
153
820
$7K ﹤0.01%
+127
821
$7K ﹤0.01%
219
822
$7K ﹤0.01%
100
823
$7K ﹤0.01%
2,017
824
$6K ﹤0.01%
500
825
$6K ﹤0.01%
126
31 32
33
34 35