WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.5M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$14.3M
5
IBM icon
IBM
IBM
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$102K 0.01%
+1,200
402
$101K 0.01%
+2,000
403
$101K 0.01%
+3,500
404
$101K 0.01%
+26
405
$99K 0.01%
+4,365
406
$99K 0.01%
+2,357
407
$98K 0.01%
+1,175
408
$98K 0.01%
+9,550
409
$98K 0.01%
+2,998
410
$98K 0.01%
+2,905
411
$96K 0.01%
+6,300
412
$95K 0.01%
+2,700
413
$95K 0.01%
+1,150
414
$94K 0.01%
+3,900
415
$93K 0.01%
+1,500
416
$93K 0.01%
+3,100
417
$93K 0.01%
+2,800
418
$92K 0.01%
+1,580
419
$92K 0.01%
+4,450
420
$92K 0.01%
+6,050
421
$89K 0.01%
+1,580
422
$88K 0.01%
+4,232
423
$88K 0.01%
+1,715
424
$87K 0.01%
+2,600
425
$87K 0.01%
+800
15 16
17
18 19