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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$407K 0.05%
12,770
277
$404K 0.04%
1,000
+125
278
$404K 0.04%
15,730
-3,874
279
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280
$402K 0.04%
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281
$399K 0.04%
9,905
282
$395K 0.04%
10,170
-1,092
283
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16,050
284
$390K 0.04%
13,925
-1,500
285
$383K 0.04%
16,172
286
$383K 0.04%
9,800
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287
$379K 0.04%
8,589
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288
$377K 0.04%
3,489
289
$377K 0.04%
8,450
290
$377K 0.04%
4,065
291
$375K 0.04%
6,797
292
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4,217
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293
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5,046
294
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6,350
295
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296
$365K 0.04%
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297
$362K 0.04%
11,091
298
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8,459
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299
$352K 0.04%
9,740
-85
300
$346K 0.04%
4,445
10 11
12
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