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
626
$24K ﹤0.01%
688
-351
627
$24K ﹤0.01%
469
628
$24K ﹤0.01%
779
629
$24K ﹤0.01%
371
630
$24K ﹤0.01%
548
631
$23K ﹤0.01%
256
632
$23K ﹤0.01%
1,460
633
$23K ﹤0.01%
725
634
$23K ﹤0.01%
342
635
$23K ﹤0.01%
1,056
636
$23K ﹤0.01%
872
637
$23K ﹤0.01%
449
638
$23K ﹤0.01%
450
639
$23K ﹤0.01%
268
640
$22K ﹤0.01%
285
641
$22K ﹤0.01%
875
-11,872
642
$22K ﹤0.01%
700
643
$22K ﹤0.01%
945
644
$22K ﹤0.01%
284
645
$22K ﹤0.01%
5
646
$22K ﹤0.01%
624
647
$22K ﹤0.01%
1,311
648
$21K ﹤0.01%
316
649
$21K ﹤0.01%
350
650
$21K ﹤0.01%
719
-822
24 25
26
27 28