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
301
$429K 0.03%
15,561
-815
302
$427K 0.03%
7,030
303
$426K 0.03%
21,344
304
$426K 0.03%
7,791
-1,577
305
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4,336
-129
306
$413K 0.03%
3,250
+375
307
$412K 0.03%
9,640
+1,110
308
$411K 0.03%
4,500
309
$410K 0.03%
2,903
+322
310
$406K 0.03%
21,640
-6,300
311
$405K 0.03%
4,471
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312
$404K 0.03%
11,543
+1,383
313
$397K 0.03%
2,960
314
$396K 0.03%
14,857
-3,850
315
$396K 0.03%
6,782
-1,582
316
$395K 0.03%
11,079
+1,286
317
$394K 0.03%
3,478
-81
318
$384K 0.03%
1,836
319
$382K 0.03%
27,335
+3,147
320
$381K 0.03%
2,332
-50
321
$376K 0.03%
2,988
322
$372K 0.03%
5,119
323
$369K 0.03%
10,034
324
$368K 0.03%
3,375
+392
325
$368K 0.03%
3,800
-200
11 12
13
14 15