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
451
$119K 0.01%
4,830
-45
452
$118K 0.01%
2,100
453
$118K 0.01%
870
454
$117K 0.01%
810
455
$117K 0.01%
2,372
+4
456
$116K 0.01%
2,370
457
$115K 0.01%
2,249
-78
458
$114K 0.01%
2,340
459
$113K 0.01%
3,950
460
$113K 0.01%
600
461
$113K 0.01%
4,731
462
$113K 0.01%
1,140
+4
463
$113K 0.01%
2,384
-666
464
$111K 0.01%
1,190
-44
465
$110K 0.01%
2,699
466
$109K 0.01%
7,291
467
$109K 0.01%
1,175
468
$108K 0.01%
1,836
469
$107K 0.01%
2,388
470
$107K 0.01%
1,839
-318
471
$106K 0.01%
1,400
472
$106K 0.01%
1,005
-162
473
$106K 0.01%
1,647
474
$105K 0.01%
2,399
475
$105K 0.01%
6,436
17 18
19
20 21