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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$89K 0.01%
695
427
$88K 0.01%
902
428
$88K 0.01%
850
+350
429
$88K 0.01%
1,682
430
$87K 0.01%
1,580
431
$87K 0.01%
7,548
432
$87K 0.01%
3,350
433
$87K 0.01%
2,810
-25
434
$86K 0.01%
2,700
435
$85K 0.01%
3,248
436
$85K 0.01%
6,050
437
$85K 0.01%
2,880
438
$84K 0.01%
3,650
+150
439
$84K 0.01%
4,482
-2,000
440
$84K 0.01%
1,951
441
$82K 0.01%
3,200
-400
442
$82K 0.01%
1,000
-175
443
$82K 0.01%
7,775
-4,750
444
$82K 0.01%
+3,000
445
$82K 0.01%
2,265
446
$80K 0.01%
4,000
447
$80K 0.01%
1,940
448
$80K 0.01%
1,600
449
$79K 0.01%
1,404
450
$79K 0.01%
2,500
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