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
851
$4K ﹤0.01%
21
852
$3K ﹤0.01%
106
-111
853
$3K ﹤0.01%
75
854
$3K ﹤0.01%
80
855
$3K ﹤0.01%
47
856
$3K ﹤0.01%
220
857
$3K ﹤0.01%
250
858
$3K ﹤0.01%
50
859
$2K ﹤0.01%
+150
860
$2K ﹤0.01%
46
861
$2K ﹤0.01%
100
862
$2K ﹤0.01%
11
863
$2K ﹤0.01%
60
864
$2K ﹤0.01%
15
865
$2K ﹤0.01%
320
866
$1K ﹤0.01%
74
867
$1K ﹤0.01%
20
868
$1K ﹤0.01%
61
869
$1K ﹤0.01%
40
870
$1K ﹤0.01%
40
871
$1K ﹤0.01%
30
872
$1K ﹤0.01%
53
873
$1K ﹤0.01%
120
874
$1K ﹤0.01%
12
875
$1K ﹤0.01%
63
-3
33 34
35
36 37