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
476
$63K 0.01%
875
477
$62K 0.01%
2,699
478
$62K 0.01%
2,456
479
$62K 0.01%
1,130
480
$61K 0.01%
1,500
481
$60K 0.01%
10,028
482
$60K 0.01%
1,404
483
$60K 0.01%
600
484
$59K 0.01%
615
485
$59K 0.01%
3,000
486
$59K 0.01%
5,667
487
$57K 0.01%
2,890
-1,000
488
$57K 0.01%
1,544
-337
489
$57K 0.01%
481
490
$57K 0.01%
1,714
491
$56K 0.01%
1,115
492
$56K 0.01%
1,500
493
$56K 0.01%
4,929
-3,849
494
$56K 0.01%
510
495
$56K 0.01%
2,179
496
$55K 0.01%
1,226
497
$55K 0.01%
1,000
498
$54K 0.01%
1,690
499
$53K 0.01%
875
500
$53K 0.01%
2,000
-1,300
18 19
20
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