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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$62K ﹤0.01%
1,400
552
$62K ﹤0.01%
+2,235
553
$62K ﹤0.01%
444
-18
554
$62K ﹤0.01%
1,235
555
$62K ﹤0.01%
514
556
$61K ﹤0.01%
1,017
557
$60K ﹤0.01%
1,600
558
$59K ﹤0.01%
1,585
-1,415
559
$59K ﹤0.01%
1,500
560
$59K ﹤0.01%
1,000
561
$59K ﹤0.01%
406
562
$58K ﹤0.01%
567
563
$58K ﹤0.01%
3,322
564
$58K ﹤0.01%
455
565
$58K ﹤0.01%
771
+226
566
$58K ﹤0.01%
+1,156
567
$57K ﹤0.01%
1,878
568
$56K ﹤0.01%
743
569
$56K ﹤0.01%
574
570
$55K ﹤0.01%
600
571
$55K ﹤0.01%
820
572
$54K ﹤0.01%
2,500
573
$54K ﹤0.01%
1,080
574
$53K ﹤0.01%
827
575
$53K ﹤0.01%
3,007
21 22
23
24 25