WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$232K 0.02%
4,500
327
$229K 0.02%
123
328
$229K 0.02%
1,116
+9
329
$222K 0.02%
2,086
330
$221K 0.02%
2,050
331
$220K 0.02%
1,220
-20
332
$207K 0.02%
3,000
333
$205K 0.02%
3,195
+12
334
$204K 0.02%
5,839
+104
335
$203K 0.02%
4,445
336
$201K 0.02%
8,862
+191
337
$199K 0.02%
2,375
338
$198K 0.02%
4,486
+186
339
$196K 0.02%
4,228
340
$195K 0.02%
6,592
341
$192K 0.02%
2,903
342
$191K 0.02%
1,646
343
$190K 0.02%
28,890
344
$190K 0.02%
1,852
+53
345
$188K 0.02%
2,329
346
$187K 0.02%
8,596
-135
347
$185K 0.02%
3,790
348
$184K 0.02%
3,619
349
$184K 0.02%
5,606
350
$178K 0.02%
1,471
+596
12 13
14
15 16