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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.11M
3
+$864K
4
TEL icon
TE Connectivity
TEL
+$779K
5
RAI
Reynolds American Inc
RAI
+$720K

Top Sells

1
+$4.21M
2
+$3.18M
3
+$1.82M
4
XOM icon
Exxon Mobil
XOM
+$623K
5
TGNA
TEGNA Inc
TGNA
+$622K

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
526
$54K 0.01%
2,500
527
$54K 0.01%
435
528
$53K 0.01%
1,056
529
$52K 0.01%
3,900
530
$52K 0.01%
2,500
531
$52K 0.01%
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532
$52K 0.01%
1,230
533
$51K 0.01%
766
534
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986
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535
$51K 0.01%
1,230
-2,375
536
$50K 0.01%
1,648
537
$50K 0.01%
450
538
$50K 0.01%
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539
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541
$49K 0.01%
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542
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570
543
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545
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1,500
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$47K 0.01%
836
550
$47K 0.01%
66
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