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
351
$210K 0.02%
4,468
+78
352
$208K 0.02%
14,471
353
$208K 0.02%
1,200
-45
354
$208K 0.02%
1,742
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355
$205K 0.02%
2,121
356
$202K 0.02%
4,125
357
$200K 0.02%
5,310
358
$191K 0.02%
7,537
359
$189K 0.02%
2,050
-180
360
$184K 0.02%
9,500
361
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8,550
362
$180K 0.02%
4,068
-900
363
$179K 0.02%
3,380
364
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3,207
365
$178K 0.02%
1,646
366
$176K 0.02%
2,639
+84
367
$176K 0.02%
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368
$174K 0.02%
9,391
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369
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370
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2,225
-154
371
$169K 0.02%
+2,265
372
$167K 0.02%
3,656
-461
373
$167K 0.02%
1,559
374
$160K 0.02%
2,038
375
$158K 0.02%
3,900
13 14
15
16 17