WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$74K 0.01%
3,600
477
$74K 0.01%
1,715
478
$73K 0.01%
870
479
$72K 0.01%
1,226
480
$72K 0.01%
4,929
481
$72K 0.01%
1,113
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482
$72K 0.01%
571
483
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1,064
-1,800
484
$70K 0.01%
1,544
485
$68K 0.01%
890
486
$66K 0.01%
2,075
-600
487
$66K 0.01%
5,336
488
$66K 0.01%
7,325
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489
$65K 0.01%
1,090
490
$65K 0.01%
1,941
491
$64K 0.01%
424
492
$64K 0.01%
2,890
493
$63K 0.01%
8,040
-8,000
494
$63K 0.01%
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495
$62K 0.01%
1,020
496
$62K 0.01%
1,325
497
$62K 0.01%
4,500
498
$62K 0.01%
3,600
499
$62K 0.01%
2,030
-850
500
$61K 0.01%
2,800
18 19
20
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