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
601
$36K ﹤0.01%
1,729
602
$36K ﹤0.01%
777
603
$36K ﹤0.01%
3,565
+161
604
$36K ﹤0.01%
818
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605
$36K ﹤0.01%
1,303
606
$35K ﹤0.01%
750
607
$35K ﹤0.01%
189
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608
$35K ﹤0.01%
1,433
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609
$35K ﹤0.01%
1,000
610
$35K ﹤0.01%
12
611
$34K ﹤0.01%
964
612
$34K ﹤0.01%
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613
$34K ﹤0.01%
406
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614
$34K ﹤0.01%
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615
$34K ﹤0.01%
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616
$34K ﹤0.01%
308
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$33K ﹤0.01%
1,117
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$33K ﹤0.01%
400
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$33K ﹤0.01%
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620
$33K ﹤0.01%
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621
$33K ﹤0.01%
1,892
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622
$33K ﹤0.01%
864
623
$32K ﹤0.01%
450
624
$32K ﹤0.01%
2,300
625
$32K ﹤0.01%
2,122
23 24
25
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