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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$660K 0.06%
11,741
+81
227
$658K 0.06%
8,945
-50
228
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5,752
229
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230
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5,821
232
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10,325
233
$600K 0.06%
10,800
234
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38,686
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235
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236
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18,961
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237
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14,592
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238
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37,149
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239
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23,850
240
$568K 0.05%
5,377
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241
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38,666
242
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243
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54,696
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245
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246
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4,149
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247
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13,145
248
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4,271
+1,694
249
$520K 0.05%
7,389
+137
250
$519K 0.05%
7,149
+270
8 9
10
11 12