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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 0.94%
44,019
+525
27
$9.82M 0.91%
107,982
+28
28
$9.61M 0.89%
157,304
+842
29
$9.34M 0.87%
34
30
$8.69M 0.81%
193,885
-250
31
$8.68M 0.81%
227,966
-1,943
32
$8.35M 0.78%
192,443
+14,705
33
$8.32M 0.77%
102,715
+996
34
$8.01M 0.74%
162,568
+1,200
35
$8.01M 0.74%
270,663
+146
36
$7.97M 0.74%
54,197
37
$7.86M 0.73%
123,315
+7,114
38
$7.84M 0.73%
147,010
+1,269
39
$7.7M 0.72%
54,497
+18
40
$7.42M 0.69%
83,508
+58
41
$7.36M 0.68%
52,681
+36,101
42
$7.29M 0.68%
65,682
-591
43
$7.22M 0.67%
165,729
+9,754
44
$7.1M 0.66%
145,900
+380
45
$7.07M 0.66%
146,279
+1,686
46
$7.06M 0.66%
39,442
-6
47
$6.9M 0.64%
169,680
+189
48
$6.63M 0.62%
48,774
+755
49
$6.53M 0.61%
29,187
-345
50
$6.45M 0.6%
191,888
-2,670
1
2
3 4 5