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
576
$41K ﹤0.01%
5,552
577
$41K ﹤0.01%
850
578
$41K ﹤0.01%
744
579
$41K ﹤0.01%
2,156
+89
580
$41K ﹤0.01%
3,200
581
$40K ﹤0.01%
1,697
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582
$40K ﹤0.01%
2,037
583
$40K ﹤0.01%
452
584
$39K ﹤0.01%
600
585
$39K ﹤0.01%
980
586
$39K ﹤0.01%
750
587
$39K ﹤0.01%
306
588
$39K ﹤0.01%
1,647
589
$39K ﹤0.01%
794
+37
590
$39K ﹤0.01%
225
591
$39K ﹤0.01%
2,143
+1,000
592
$38K ﹤0.01%
1,426
-1,389
593
$38K ﹤0.01%
2,106
594
$38K ﹤0.01%
1,037
+46
595
$38K ﹤0.01%
2,000
596
$37K ﹤0.01%
305
597
$37K ﹤0.01%
315
598
$37K ﹤0.01%
3,500
599
$37K ﹤0.01%
+183
600
$36K ﹤0.01%
620
22 23
24
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