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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$161K 0.02%
2,050
352
$160K 0.02%
12,700
353
$156K 0.02%
1,300
354
$155K 0.02%
32
+6
355
$154K 0.02%
11,850
356
$152K 0.02%
5,000
357
$151K 0.02%
11,369
358
$151K 0.02%
1,784
359
$151K 0.02%
3,320
360
$151K 0.02%
2,350
-100
361
$149K 0.02%
6,297
362
$147K 0.02%
4,500
+600
363
$145K 0.02%
2,350
364
$145K 0.02%
2,625
365
$140K 0.02%
2,008
+2,000
366
$140K 0.02%
11,100
-3,000
367
$138K 0.02%
10,750
368
$136K 0.02%
1,941
369
$136K 0.02%
8,510
+5,063
370
$136K 0.02%
5,221
-8,925
371
$135K 0.02%
5,000
372
$134K 0.02%
850
-100
373
$133K 0.02%
9,050
374
$133K 0.02%
1,150
375
$133K 0.02%
2,238
13 14
15
16 17