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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$369K 0.05%
18,332
252
$368K 0.05%
7,394
-133
253
$362K 0.05%
8,658
254
$352K 0.05%
7,502
+4,248
255
$351K 0.05%
11,330
256
$350K 0.05%
9,275
-310
257
$349K 0.05%
6,834
258
$346K 0.05%
5,165
259
$342K 0.05%
14,325
-300
260
$340K 0.05%
5,000
261
$327K 0.04%
4,927
+75
262
$325K 0.04%
6,255
263
$325K 0.04%
80,125
+18,000
264
$325K 0.04%
9,779
+600
265
$322K 0.04%
6,350
-150
266
$319K 0.04%
5,834
267
$314K 0.04%
1,200
268
$314K 0.04%
+24,500
269
$312K 0.04%
3,450
270
$311K 0.04%
3,293
-65
271
$310K 0.04%
3,886
272
$303K 0.04%
7,248
+1,301
273
$301K 0.04%
4,843
+3,459
274
$301K 0.04%
6,442
275
$299K 0.04%
6,873
9 10
11
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