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WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$978K
2
+$830K
3
+$714K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$573K
5
CF icon
CF Industries
CF
+$545K

Top Sells

1
+$10.8M
2
+$1.11M
3
+$807K
4
NRF
NorthStar Realty Finance Corp.
NRF
+$801K
5
DD
Du Pont De Nemours E I
DD
+$675K

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
901
$0 ﹤0.01%
15
902
– –
-405
903
– –
-1,714
904
$0 ﹤0.01%
200
-12
905
$0 ﹤0.01%
1
906
$0 ﹤0.01%
20
907
– –
-675
908
– –
-1,073
909
$0 ﹤0.01%
3
910
– –
-77
911
$0 ﹤0.01%
+9
912
– –
-2,650
913
– –
-1,168
33 34 35 36
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