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
476
$81K 0.01%
1,940
477
$81K 0.01%
2,500
478
$81K 0.01%
5,336
479
$81K 0.01%
4,600
480
$80K 0.01%
571
481
$76K 0.01%
1,000
482
$76K 0.01%
424
483
$75K 0.01%
+4,908
484
$74K 0.01%
+2,288
485
$73K 0.01%
1,226
486
$73K 0.01%
+3,417
487
$72K 0.01%
1,754
488
$72K 0.01%
1,113
489
$71K 0.01%
1,119
490
$70K 0.01%
3,030
491
$69K 0.01%
1,230
492
$68K 0.01%
1,325
493
$68K 0.01%
855
494
$68K 0.01%
25,189
+11,731
495
$67K 0.01%
1,714
496
$66K 0.01%
500
497
$66K 0.01%
1,544
498
$66K 0.01%
1,275
499
$64K 0.01%
1,020
500
$64K 0.01%
2,000
18 19
20
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