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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$529K 0.04%
7,299
+847
277
$527K 0.04%
36,173
-500
278
$526K 0.04%
4,552
-250
279
$523K 0.04%
3,248
+376
280
$518K 0.04%
2,622
281
$506K 0.04%
7,618
+877
282
$501K 0.04%
4,933
283
$501K 0.04%
4,942
+529
284
$496K 0.04%
8,141
285
$489K 0.03%
41,808
286
$485K 0.03%
7,259
287
$480K 0.03%
5,220
288
$473K 0.03%
9,136
-341
289
$471K 0.03%
6,671
+357
290
$468K 0.03%
7,386
291
$468K 0.03%
16,200
292
$468K 0.03%
5,047
+583
293
$454K 0.03%
6,427
294
$451K 0.03%
3,390
295
$447K 0.03%
924
-14
296
$446K 0.03%
8,407
-2
297
$442K 0.03%
+7,126
298
$436K 0.03%
7,944
299
$433K 0.03%
2,712
300
$431K 0.03%
3,467
+400
10 11
12
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