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
376
$239K 0.02%
4,500
377
$234K 0.02%
6,480
378
$231K 0.02%
2,533
379
$229K 0.02%
936
380
$227K 0.02%
10,402
+1,200
381
$226K 0.02%
1,161
382
$222K 0.02%
2,604
383
$221K 0.02%
3,736
-805
384
$220K 0.02%
2,244
-3
385
$218K 0.02%
15,240
-3,575
386
$218K 0.02%
7,995
-4,818
387
$217K 0.02%
2,505
-539
388
$215K 0.02%
1,646
389
$215K 0.02%
1,778
+206
390
$212K 0.02%
+12,360
391
$207K 0.01%
1,270
-103
392
$206K 0.01%
8,001
393
$200K 0.01%
3,180
394
$200K 0.01%
6,450
-90
395
$197K 0.01%
1,155
396
$193K 0.01%
2,000
397
$191K 0.01%
1,769
398
$189K 0.01%
977
+3
399
$187K 0.01%
3,418
400
$187K 0.01%
4,031
+452
14 15
16
17 18