WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$51K 0.01%
3,709
+1,859
552
$51K 0.01%
875
553
$50K 0.01%
590
554
$50K 0.01%
1,515
555
$50K 0.01%
500
-350
556
$49K 0.01%
560
557
$49K 0.01%
1,572
558
$48K 0.01%
1,000
559
$48K 0.01%
2,361
560
$48K 0.01%
5,112
+2,112
561
$48K 0.01%
1,690
+1,190
562
$47K 0.01%
853
563
$47K 0.01%
1,295
-650
564
$47K 0.01%
850
+530
565
$47K 0.01%
2,000
566
$47K 0.01%
1,718
+1,360
567
$47K 0.01%
900
568
$46K 0.01%
2,000
569
$46K 0.01%
1,503
570
$46K 0.01%
1,404
571
$46K 0.01%
+217
572
$46K 0.01%
435
573
$45K 0.01%
500
574
$45K 0.01%
1,000
575
$45K 0.01%
1,215
21 22
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