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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$176K 0.02%
2,118
-365
352
$176K 0.02%
935
353
$175K 0.02%
2,731
354
$175K 0.02%
3,520
+128
355
$173K 0.02%
4,727
-428
356
$173K 0.02%
1,627
+75
357
$173K 0.02%
2,244
358
$172K 0.02%
1,720
359
$171K 0.02%
595
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360
$171K 0.02%
4,001
361
$171K 0.02%
1,530
+69
362
$164K 0.02%
3,950
363
$162K 0.02%
2,328
364
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2,157
-4
365
$160K 0.01%
2,486
+30
366
$158K 0.01%
2,500
367
$156K 0.01%
1,094
368
$155K 0.01%
12,952
-13,225
369
$155K 0.01%
3,048
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370
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3,330
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371
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1,659
-135
372
$154K 0.01%
1,597
373
$154K 0.01%
482
374
$153K 0.01%
1,500
375
$150K 0.01%
1,800
13 14
15
16 17