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
501
$64K 0.01%
1,544
+69
502
$64K 0.01%
435
503
$63K 0.01%
601
+28
504
$63K 0.01%
3,600
505
$63K 0.01%
3,918
506
$62K 0.01%
5,472
507
$62K 0.01%
1,111
+798
508
$62K 0.01%
1,072
-43
509
$62K 0.01%
2,179
510
$61K 0.01%
910
-11,905
511
$61K 0.01%
1,450
512
$61K 0.01%
1,000
513
$60K 0.01%
+2,000
514
$60K 0.01%
948
515
$59K 0.01%
1,274
516
$59K 0.01%
456
+22
517
$59K 0.01%
1,098
518
$58K 0.01%
1,400
519
$58K 0.01%
1,648
520
$58K 0.01%
500
521
$57K 0.01%
4,281
-4,337
522
$56K 0.01%
2,500
523
$56K 0.01%
1,350
524
$56K 0.01%
3,000
525
$56K 0.01%
1,244
+57
19 20
21
22 23