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
651
$21K ﹤0.01%
734
652
$21K ﹤0.01%
1,000
653
$21K ﹤0.01%
613
654
$21K ﹤0.01%
888
655
$21K ﹤0.01%
1,275
656
$21K ﹤0.01%
1,200
657
$21K ﹤0.01%
316
658
$21K ﹤0.01%
350
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$20K ﹤0.01%
1,286
-109
660
$20K ﹤0.01%
572
661
$20K ﹤0.01%
766
662
$20K ﹤0.01%
1,047
663
$20K ﹤0.01%
527
664
$20K ﹤0.01%
448
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$20K ﹤0.01%
500
666
$20K ﹤0.01%
750
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$20K ﹤0.01%
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669
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670
$20K ﹤0.01%
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671
$20K ﹤0.01%
424
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$20K ﹤0.01%
645
673
$20K ﹤0.01%
319
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$20K ﹤0.01%
554
675
$20K ﹤0.01%
400