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
401
$121K 0.01%
1,406
402
$120K 0.01%
2,900
403
$120K 0.01%
4,150
404
$119K 0.01%
2,226
405
$118K 0.01%
4,232
406
$118K 0.01%
2,578
407
$118K 0.01%
8,420
408
$117K 0.01%
1,118
+47
409
$117K 0.01%
5,500
410
$116K 0.01%
2,464
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411
$116K 0.01%
12,500
412
$115K 0.01%
7,002
413
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7,698
414
$114K 0.01%
2,550
415
$114K 0.01%
1,478
416
$113K 0.01%
905
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417
$112K 0.01%
1,453
-100
418
$111K 0.01%
990
419
$111K 0.01%
2,020
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420
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421
$110K 0.01%
2,325
422
$108K 0.01%
2,610
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423
$107K 0.01%
1,650
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424
$106K 0.01%
783
+23
425
$105K 0.01%
2,380
15 16
17
18 19