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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$37K 0.01%
350
-2,000
552
$37K 0.01%
1,864
553
$37K 0.01%
2,000
554
$37K 0.01%
944
+450
555
$37K 0.01%
435
556
$36K ﹤0.01%
500
557
$36K ﹤0.01%
600
558
$36K ﹤0.01%
825
559
$36K ﹤0.01%
1,955
+1,500
560
$36K ﹤0.01%
700
+100
561
$35K ﹤0.01%
3,800
-4,900
562
$35K ﹤0.01%
5,000
-28,000
563
$35K ﹤0.01%
754
564
$34K ﹤0.01%
1,056
565
$34K ﹤0.01%
1,134
566
$34K ﹤0.01%
3,000
567
$34K ﹤0.01%
450
568
$34K ﹤0.01%
3,000
569
$34K ﹤0.01%
400
570
$33K ﹤0.01%
305
571
$33K ﹤0.01%
1,000
572
$33K ﹤0.01%
2,000
573
$33K ﹤0.01%
743
574
$33K ﹤0.01%
470
575
$32K ﹤0.01%
370
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