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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$311K 0.02%
6,735
352
$310K 0.02%
6,592
-169
353
$308K 0.02%
1,859
354
$307K 0.02%
3,962
-561
355
$303K 0.02%
28,960
356
$303K 0.02%
20,310
-23,205
357
$300K 0.02%
5,520
358
$290K 0.02%
7,163
+827
359
$290K 0.02%
3,310
+6
360
$288K 0.02%
4,893
361
$288K 0.02%
5,000
362
$279K 0.02%
6,771
363
$279K 0.02%
+6,815
364
$277K 0.02%
3,785
365
$274K 0.02%
9,248
366
$270K 0.02%
836
367
$265K 0.02%
16,251
-2,500
368
$257K 0.02%
9,775
369
$255K 0.02%
136
-3
370
$253K 0.02%
5,305
-707
371
$252K 0.02%
5,147
372
$247K 0.02%
1,503
+3
373
$244K 0.02%
2,117
374
$240K 0.02%
2,408
375
$239K 0.02%
2,050
13 14
15
16 17