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
651
$19K ﹤0.01%
+779
652
$19K ﹤0.01%
+125
653
$19K ﹤0.01%
+260
654
$19K ﹤0.01%
+448
655
$18K ﹤0.01%
+230
656
$18K ﹤0.01%
+943
657
$18K ﹤0.01%
+700
658
$18K ﹤0.01%
+342
659
$18K ﹤0.01%
+506
660
$18K ﹤0.01%
+872
661
$18K ﹤0.01%
+360
662
$18K ﹤0.01%
+554
663
$18K ﹤0.01%
+766
664
$18K ﹤0.01%
+405
665
$18K ﹤0.01%
+472
666
$18K ﹤0.01%
+945
667
$18K ﹤0.01%
+268
668
$18K ﹤0.01%
+548
669
$17K ﹤0.01%
+1,460
670
$17K ﹤0.01%
+393
671
$17K ﹤0.01%
+284
672
$17K ﹤0.01%
+697
673
$17K ﹤0.01%
+1,047
674
$17K ﹤0.01%
+316
675
$17K ﹤0.01%
+2,250