WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+3.29%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$881M
AUM Growth
+$4.94M
(+0.56%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
20.79%
Holding
943
New
19
Increased
109
Reduced
281
Closed
27
Top Buys
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.97M |
| 2 |
Fortive
FTV
|
+$1.42M |
| 3 |
EQT Corp
EQT
|
+$1.2M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$933K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$840K |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
+$2.52M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.23M |
| 3 |
Exxon Mobil
XOM
|
+$1.43M |
| 4 |
American Water Works
AWK
|
+$1.12M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$1.06M |
Sector Composition
| 1 | Healthcare | 12.42% |
| 2 | Technology | 11.17% |
| 3 | Financials | 10.12% |
| 4 | Industrials | 7.79% |
| 5 | Consumer Staples | 7.39% |
