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

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

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%
1,134
565
$34K ﹤0.01%
3,000
566
$34K ﹤0.01%
450
567
$34K ﹤0.01%
3,000
568
$34K ﹤0.01%
400
569
$34K ﹤0.01%
1,056
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%
500
21 22
23
24 25