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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$40K ﹤0.01%
301
627
$40K ﹤0.01%
500
628
$40K ﹤0.01%
1,600
629
$40K ﹤0.01%
671
630
$39K ﹤0.01%
909
631
$39K ﹤0.01%
246
632
$39K ﹤0.01%
147
-89
633
$39K ﹤0.01%
675
-375
634
$38K ﹤0.01%
2,148
635
$38K ﹤0.01%
738
636
$38K ﹤0.01%
1,235
-50
637
$38K ﹤0.01%
3,441
-951
638
$38K ﹤0.01%
2,090
639
$38K ﹤0.01%
575
640
$37K ﹤0.01%
5,076
641
$37K ﹤0.01%
3,440
642
$37K ﹤0.01%
1,650
-5
643
$36K ﹤0.01%
880
644
$36K ﹤0.01%
980
645
$36K ﹤0.01%
315
646
$35K ﹤0.01%
390
-720
647
$35K ﹤0.01%
700
648
$35K ﹤0.01%
1,025
649
$35K ﹤0.01%
1,800
650
$35K ﹤0.01%
500
24 25
26
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