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

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$47K ﹤0.01%
1,000
552
$47K ﹤0.01%
1,866
553
$47K ﹤0.01%
1,340
554
$47K ﹤0.01%
2,662
-4,929
555
$47K ﹤0.01%
407
556
$47K ﹤0.01%
1,578
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557
$46K ﹤0.01%
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558
$46K ﹤0.01%
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-2,168
559
$45K ﹤0.01%
1,027
+73
560
$45K ﹤0.01%
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561
$44K ﹤0.01%
765
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$44K ﹤0.01%
743
563
$44K ﹤0.01%
341
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564
$43K ﹤0.01%
298
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565
$43K ﹤0.01%
1,220
566
$43K ﹤0.01%
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568
$42K ﹤0.01%
555
569
$42K ﹤0.01%
525
570
$42K ﹤0.01%
1,300
571
$41K ﹤0.01%
2,259
572
$41K ﹤0.01%
2,100
573
$41K ﹤0.01%
1,531
-210
574
$41K ﹤0.01%
709
+33
575
$41K ﹤0.01%
170
21 22
23
24 25