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
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$26K ﹤0.01%
750
652
$26K ﹤0.01%
1,056
653
$26K ﹤0.01%
1,020
654
$26K ﹤0.01%
744
655
$26K ﹤0.01%
717
656
$25K ﹤0.01%
980
657
$25K ﹤0.01%
500
658
$25K ﹤0.01%
472
659
$25K ﹤0.01%
500
660
$25K ﹤0.01%
1,100
661
$25K ﹤0.01%
242
662
$25K ﹤0.01%
449
663
$25K ﹤0.01%
479
664
$25K ﹤0.01%
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665
$25K ﹤0.01%
252
666
$25K ﹤0.01%
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667
$24K ﹤0.01%
284
668
$24K ﹤0.01%
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$24K ﹤0.01%
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670
$24K ﹤0.01%
2,945
-5,082
671
$24K ﹤0.01%
225
672
$24K ﹤0.01%
1,000
673
$24K ﹤0.01%
1,000
674
$24K ﹤0.01%
613
675
$24K ﹤0.01%
237
25 26
27
28 29