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

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

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
576
$32K ﹤0.01%
500
577
$32K ﹤0.01%
530
578
$31K ﹤0.01%
1,580
579
$31K ﹤0.01%
705
-600
580
$31K ﹤0.01%
1,400
581
$31K ﹤0.01%
1,100
582
$30K ﹤0.01%
755
583
$30K ﹤0.01%
3,886
584
$30K ﹤0.01%
2,392
585
$29K ﹤0.01%
3,375
586
$29K ﹤0.01%
1,893
587
$29K ﹤0.01%
744
588
$29K ﹤0.01%
600
589
$29K ﹤0.01%
566
590
$29K ﹤0.01%
1,022
591
$28K ﹤0.01%
1,149
592
$28K ﹤0.01%
1,965
593
$28K ﹤0.01%
1,000
594
$28K ﹤0.01%
29
595
$28K ﹤0.01%
651
596
$27K ﹤0.01%
270
597
$27K ﹤0.01%
373
598
$27K ﹤0.01%
750
599
$27K ﹤0.01%
3,000
600
$27K ﹤0.01%
750
22 23
24
25 26