WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+4.21%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$1.08B
AUM Growth
+$42.1M
(+4.1%)
Cap. Flow
+$3.7M
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
21.18%
Holding
1,025
New
106
Increased
267
Reduced
132
Closed
18
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$5.04M |
| 2 |
Baker Hughes
BKR
|
+$2.79M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.51M |
| 4 |
British American Tobacco
BTI
|
+$1.36M |
| 5 |
APA Corp
APA
|
+$1.34M |
Top Sells
| 1 |
DD
Du Pont De Nemours E I
DD
|
+$4.8M |
| 2 |
BHI
Baker Hughes
BHI
|
+$3.36M |
| 3 |
Apple
AAPL
|
+$2.05M |
| 4 |
RAI
Reynolds American Inc
RAI
|
+$1.77M |
| 5 |
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% |
