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
626
$32K ﹤0.01%
1,190
627
$32K ﹤0.01%
2,122
628
$31K ﹤0.01%
3,000
629
$31K ﹤0.01%
300
630
$31K ﹤0.01%
263
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631
$30K ﹤0.01%
472
632
$30K ﹤0.01%
245
633
$30K ﹤0.01%
350
634
$30K ﹤0.01%
1,200
635
$30K ﹤0.01%
1,000
636
$30K ﹤0.01%
1,491
637
$30K ﹤0.01%
525
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638
$29K ﹤0.01%
2,310
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639
$29K ﹤0.01%
+749
640
$29K ﹤0.01%
900
641
$29K ﹤0.01%
350
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$29K ﹤0.01%
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643
$28K ﹤0.01%
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644
$28K ﹤0.01%
3,300
645
$28K ﹤0.01%
25
646
$28K ﹤0.01%
973
647
$28K ﹤0.01%
480
648
$28K ﹤0.01%
554
649
$28K ﹤0.01%
500
650
$27K ﹤0.01%
250
24 25
26
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