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
826
$6K ﹤0.01%
150
827
$6K ﹤0.01%
172
828
$5K ﹤0.01%
105
829
$5K ﹤0.01%
35
830
$5K ﹤0.01%
115
831
$5K ﹤0.01%
95
832
$5K ﹤0.01%
52
833
$5K ﹤0.01%
75
834
$5K ﹤0.01%
75
835
$5K ﹤0.01%
195
836
$5K ﹤0.01%
300
837
$5K ﹤0.01%
120
-124
838
$5K ﹤0.01%
58
839
$5K ﹤0.01%
307
840
$4K ﹤0.01%
95
841
$4K ﹤0.01%
165
842
$4K ﹤0.01%
52
843
$4K ﹤0.01%
100
844
$4K ﹤0.01%
119
845
$4K ﹤0.01%
62
846
$4K ﹤0.01%
99
847
$4K ﹤0.01%
110
848
$4K ﹤0.01%
+120
849
$4K ﹤0.01%
250
850
$4K ﹤0.01%
116
32 33
34
35 36