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
601
$27K ﹤0.01%
730
602
$27K ﹤0.01%
500
603
$27K ﹤0.01%
1,000
604
$26K ﹤0.01%
900
605
$26K ﹤0.01%
600
606
$26K ﹤0.01%
610
607
$26K ﹤0.01%
1,250
608
$26K ﹤0.01%
913
-53
609
$26K ﹤0.01%
243
610
$26K ﹤0.01%
360
611
$26K ﹤0.01%
735
612
$26K ﹤0.01%
900
613
$26K ﹤0.01%
660
614
$25K ﹤0.01%
980
615
$25K ﹤0.01%
375
616
$25K ﹤0.01%
943
617
$25K ﹤0.01%
+1,568
618
$25K ﹤0.01%
1,100
619
$25K ﹤0.01%
90
620
$25K ﹤0.01%
1,060
621
$25K ﹤0.01%
+557
622
$24K ﹤0.01%
700
623
$24K ﹤0.01%
943
624
$24K ﹤0.01%
1,400
625
$24K ﹤0.01%
400
23 24
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