WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$36K ﹤0.01%
1,729
602
$36K ﹤0.01%
777
603
$36K ﹤0.01%
3,565
+161
604
$36K ﹤0.01%
818
+37
605
$36K ﹤0.01%
1,303
606
$35K ﹤0.01%
750
607
$35K ﹤0.01%
189
+144
608
$35K ﹤0.01%
1,433
+101
609
$35K ﹤0.01%
1,000
610
$35K ﹤0.01%
12
611
$34K ﹤0.01%
964
612
$34K ﹤0.01%
575
-400
613
$34K ﹤0.01%
406
+261
614
$34K ﹤0.01%
1,151
615
$34K ﹤0.01%
2,975
616
$34K ﹤0.01%
308
617
$33K ﹤0.01%
1,117
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618
$33K ﹤0.01%
400
619
$33K ﹤0.01%
2,368
620
$33K ﹤0.01%
2,500
621
$33K ﹤0.01%
1,892
+87
622
$33K ﹤0.01%
864
623
$32K ﹤0.01%
450
624
$32K ﹤0.01%
2,300
625
$32K ﹤0.01%
952
23 24
25
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