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
276
$287K 0.04%
7,857
+1,200
277
$287K 0.04%
5,300
278
$284K 0.04%
6,895
+2,500
279
$283K 0.04%
6,894
280
$280K 0.04%
3,796
+75
281
$274K 0.04%
3,880
+2,350
282
$272K 0.04%
7,333
283
$269K 0.04%
12,690
-1,402
284
$267K 0.04%
6,940
+877
285
$261K 0.04%
7,500
286
$251K 0.03%
4,445
287
$250K 0.03%
6,775
288
$247K 0.03%
4,000
289
$247K 0.03%
5,125
290
$246K 0.03%
2,943
291
$243K 0.03%
13,499
+12,605
292
$242K 0.03%
9,850
293
$240K 0.03%
3,380
294
$240K 0.03%
5,875
-100
295
$240K 0.03%
3,650
296
$238K 0.03%
4,669
297
$238K 0.03%
9,624
-1
298
$237K 0.03%
4,500
299
$237K 0.03%
14,634
+6,930
300
$233K 0.03%
6,580
+140
10 11
12
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