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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$42K ﹤0.01%
1,800
577
$40K ﹤0.01%
1,070
578
$40K ﹤0.01%
2,240
-2,290
579
$39K ﹤0.01%
779
580
$39K ﹤0.01%
2,390
581
$39K ﹤0.01%
407
582
$39K ﹤0.01%
1,404
583
$39K ﹤0.01%
651
584
$39K ﹤0.01%
268
585
$38K ﹤0.01%
705
586
$38K ﹤0.01%
331
587
$38K ﹤0.01%
937
588
$37K ﹤0.01%
775
589
$37K ﹤0.01%
305
590
$37K ﹤0.01%
3,375
591
$37K ﹤0.01%
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592
$37K ﹤0.01%
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593
$37K ﹤0.01%
256
594
$36K ﹤0.01%
1,067
595
$36K ﹤0.01%
660
596
$35K ﹤0.01%
315
-2,665
597
$35K ﹤0.01%
850
598
$35K ﹤0.01%
285
599
$35K ﹤0.01%
616
600
$35K ﹤0.01%
754
22 23
24
25 26