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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$93K 0.01%
+1,656
452
$93K 0.01%
695
453
$93K 0.01%
500
454
$92K 0.01%
1,675
455
$92K 0.01%
3,700
456
$91K 0.01%
17,714
-2,356
457
$90K 0.01%
+1,899
458
$90K 0.01%
1,050
459
$90K 0.01%
3,398
460
$89K 0.01%
1,570
-624
461
$89K 0.01%
1,404
462
$89K 0.01%
2,348
-64
463
$88K 0.01%
2,900
464
$88K 0.01%
2,170
465
$86K 0.01%
4,232
466
$86K 0.01%
1,500
467
$86K 0.01%
1,800
468
$86K 0.01%
2,127
469
$86K 0.01%
1,498
470
$85K 0.01%
7,263
471
$85K 0.01%
3,085
472
$84K 0.01%
2,950
473
$84K 0.01%
2,600
474
$83K 0.01%
1,601
+125
475
$83K 0.01%
1,095
17 18
19
20 21