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
251
$513K 0.05%
3,683
+15
252
$509K 0.05%
5,325
253
$509K 0.05%
4,248
-150
254
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15,250
255
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14,389
-806
256
$491K 0.05%
5,366
257
$485K 0.05%
2,595
258
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8,060
-100
259
$477K 0.04%
5,756
260
$477K 0.04%
4,290
-150
261
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6,020
262
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23,196
+1,668
263
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264
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265
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9,198
266
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8,507
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267
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5,058
268
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269
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270
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271
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23,005
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272
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273
$431K 0.04%
5,581
274
$425K 0.04%
5,220
275
$423K 0.04%
5,040
9 10
11
12 13