WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.5M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$14.3M
5
IBM icon
IBM
IBM
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$21K ﹤0.01%
+1,400
627
$21K ﹤0.01%
+277
628
$21K ﹤0.01%
+449
629
$21K ﹤0.01%
+256
630
$21K ﹤0.01%
+400
631
$20K ﹤0.01%
+371
632
$20K ﹤0.01%
+730
633
$20K ﹤0.01%
+1,395
634
$20K ﹤0.01%
+1,056
635
$20K ﹤0.01%
+243
636
$20K ﹤0.01%
+360
637
$20K ﹤0.01%
+734
638
$20K ﹤0.01%
+645
639
$19K ﹤0.01%
+572
640
$19K ﹤0.01%
+1,200
641
$19K ﹤0.01%
+500
642
$19K ﹤0.01%
+750
643
$19K ﹤0.01%
+242
644
$19K ﹤0.01%
+973
645
$19K ﹤0.01%
+1,000
646
$19K ﹤0.01%
+613
647
$19K ﹤0.01%
+1,311
648
$19K ﹤0.01%
+340
649
$19K ﹤0.01%
+1,178
650
$19K ﹤0.01%
+350
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