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
301
$326K 0.03%
5,085
+708
302
$319K 0.03%
3,843
303
$315K 0.03%
3,300
+40
304
$304K 0.03%
10,000
305
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2,344
306
$299K 0.03%
11,570
307
$298K 0.03%
6,468
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308
$293K 0.03%
5,118
309
$292K 0.03%
4,115
310
$291K 0.03%
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311
$289K 0.03%
4,984
-525
312
$286K 0.03%
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313
$284K 0.03%
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314
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8,360
315
$279K 0.03%
8,125
316
$274K 0.03%
4,856
317
$271K 0.03%
2,225
-115
318
$269K 0.03%
4,847
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319
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+2,232
320
$252K 0.02%
2,688
321
$248K 0.02%
4,925
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322
$246K 0.02%
6,000
323
$238K 0.02%
4,200
324
$235K 0.02%
3,455
325
$233K 0.02%
6,850
11 12
13
14 15