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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$55K 0.01%
1,000
-800
527
$55K 0.01%
5,484
528
$54K 0.01%
539
+44
529
$54K 0.01%
1,500
530
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531
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532
$53K ﹤0.01%
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533
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+1,094
534
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2,500
535
$52K ﹤0.01%
350
536
$51K ﹤0.01%
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537
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1,604
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538
$50K ﹤0.01%
810
539
$50K ﹤0.01%
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540
$50K ﹤0.01%
700
541
$49K ﹤0.01%
580
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$49K ﹤0.01%
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$49K ﹤0.01%
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804
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1,500
546
$48K ﹤0.01%
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1,500
548
$47K ﹤0.01%
312
549
$47K ﹤0.01%
1,000
550
$47K ﹤0.01%
1,866
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