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
401
$187K 0.01%
5,250
402
$183K 0.01%
2,500
403
$180K 0.01%
2,250
404
$179K 0.01%
3,089
-4,709
405
$178K 0.01%
1,500
406
$178K 0.01%
3,170
-12
407
$177K 0.01%
23,736
-2,943
408
$177K 0.01%
4,126
409
$174K 0.01%
1,547
-133
410
$168K 0.01%
1,125
411
$167K 0.01%
8,027
+14
412
$166K 0.01%
4,486
413
$159K 0.01%
1,904
+221
414
$158K 0.01%
442
415
$155K 0.01%
1,936
-32
416
$154K 0.01%
5,300
417
$153K 0.01%
6,466
+608
418
$149K 0.01%
1,800
419
$149K 0.01%
8,671
420
$146K 0.01%
1,200
421
$145K 0.01%
395
-14
422
$142K 0.01%
18,708
+2,159
423
$139K 0.01%
507
424
$139K 0.01%
13,544
425
$139K 0.01%
1,180
-55
15 16
17
18 19