WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
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%
4,150
403
$120K 0.01%
2,900
404
$119K 0.01%
2,226
405
$118K 0.01%
8,420
406
$118K 0.01%
4,232
407
$118K 0.01%
2,578
408
$117K 0.01%
5,500
409
$117K 0.01%
1,118
+47
410
$116K 0.01%
2,464
+87
411
$116K 0.01%
12,500
412
$115K 0.01%
7,698
413
$115K 0.01%
7,002
414
$114K 0.01%
1,478
415
$114K 0.01%
2,550
416
$113K 0.01%
905
+40
417
$112K 0.01%
1,453
-100
418
$111K 0.01%
2,020
+86
419
$111K 0.01%
990
420
$110K 0.01%
3,200
421
$110K 0.01%
2,325
422
$108K 0.01%
2,610
+111
423
$107K 0.01%
1,650
+200
424
$106K 0.01%
783
+23
425
$105K 0.01%
822
+173
15 16
17
18 19