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%
242
652
$21K ﹤0.01%
973
653
$21K ﹤0.01%
734
654
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500
655
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613
656
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888
657
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1,275
658
$21K ﹤0.01%
1,200
659
$20K ﹤0.01%
1,000
660
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+810
661
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424
662
$20K ﹤0.01%
645
663
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1,286
-109
664
$20K ﹤0.01%
572
665
$20K ﹤0.01%
766
666
$20K ﹤0.01%
1,047
667
$20K ﹤0.01%
500
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669
$20K ﹤0.01%
125
670
$20K ﹤0.01%
2,000
671
$20K ﹤0.01%
319
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672
$20K ﹤0.01%
554
673
$20K ﹤0.01%
527
674
$20K ﹤0.01%
448
675
$20K ﹤0.01%
400