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
426
$135K 0.01%
3,670
427
$134K 0.01%
6,050
428
$134K 0.01%
2,700
429
$134K 0.01%
1,145
-311
430
$133K 0.01%
9,050
431
$133K 0.01%
2,980
432
$133K 0.01%
10,422
-1,208
433
$132K 0.01%
2,900
434
$131K 0.01%
1,078
-100
435
$130K 0.01%
1,541
-3,056
436
$129K 0.01%
1,200
437
$129K 0.01%
3,262
438
$128K 0.01%
2,514
439
$126K 0.01%
692
-2
440
$125K 0.01%
1,304
441
$124K 0.01%
3,563
-737
442
$124K 0.01%
2,088
443
$124K 0.01%
2,250
444
$124K 0.01%
935
445
$123K 0.01%
988
446
$122K 0.01%
3,021
-78
447
$121K 0.01%
2,550
448
$121K 0.01%
19,574
+2,260
449
$120K 0.01%
3,200
450
$119K 0.01%
5,245
-140
16 17
18
19 20