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
326
$266K 0.03%
6,709
+129
327
$266K 0.03%
14,262
328
$265K 0.03%
2,631
329
$263K 0.03%
10,000
-1,480
330
$262K 0.03%
6,046
+223
331
$256K 0.03%
4,966
-334
332
$254K 0.03%
5,486
333
$254K 0.03%
7,225
-240
334
$254K 0.03%
16,208
335
$245K 0.03%
17,450
336
$242K 0.03%
2,265
+75
337
$239K 0.03%
8,300
338
$232K 0.03%
2,817
-40
339
$231K 0.03%
8,574
340
$227K 0.03%
2,550
-553
341
$227K 0.03%
4,351
+1,314
342
$225K 0.03%
4,650
343
$224K 0.02%
3,619
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344
$220K 0.02%
5,125
345
$220K 0.02%
1,183
+533
346
$216K 0.02%
6,623
347
$215K 0.02%
6,000
348
$214K 0.02%
4,900
349
$210K 0.02%
1,485
350
$210K 0.02%
2,100
-475
12 13
14
15 16