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
376
$132K 0.02%
2,450
377
$131K 0.02%
1,550
378
$131K 0.02%
1,200
379
$130K 0.02%
900
-100
380
$129K 0.02%
25,000
381
$129K 0.02%
1,961
382
$128K 0.02%
3,000
383
$126K 0.02%
2,625
-800
384
$126K 0.02%
1,355
385
$124K 0.02%
1,170
-1,000
386
$123K 0.02%
2,635
387
$123K 0.02%
1,658
388
$118K 0.02%
8,100
389
$118K 0.02%
4,950
390
$117K 0.02%
1,500
391
$116K 0.02%
1,800
392
$115K 0.02%
3,218
393
$113K 0.02%
1,800
394
$113K 0.02%
2,516
-1,612
395
$112K 0.02%
2,060
396
$112K 0.02%
1,738
-600
397
$110K 0.01%
4,365
398
$110K 0.01%
1,200
399
$109K 0.01%
2,000
400
$109K 0.01%
2,998
14 15
16
17 18