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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$30K ﹤0.01%
452
627
$30K ﹤0.01%
+852
628
$30K ﹤0.01%
878
629
$30K ﹤0.01%
448
630
$29K ﹤0.01%
725
-237
631
$29K ﹤0.01%
3,000
632
$29K ﹤0.01%
900
633
$29K ﹤0.01%
449
634
$28K ﹤0.01%
450
+300
635
$28K ﹤0.01%
475
636
$28K ﹤0.01%
455
637
$28K ﹤0.01%
373
638
$28K ﹤0.01%
2,015
639
$28K ﹤0.01%
252
640
$28K ﹤0.01%
1,000
641
$28K ﹤0.01%
744
642
$28K ﹤0.01%
825
643
$28K ﹤0.01%
613
644
$28K ﹤0.01%
1,500
645
$28K ﹤0.01%
225
646
$27K ﹤0.01%
1,526
647
$27K ﹤0.01%
980
648
$27K ﹤0.01%
688
649
$27K ﹤0.01%
1,149
650
$27K ﹤0.01%
602
24 25
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