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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$27K ﹤0.01%
500
652
$27K ﹤0.01%
1,056
653
$27K ﹤0.01%
424
654
$27K ﹤0.01%
1,205
655
$27K ﹤0.01%
225
656
$26K ﹤0.01%
700
657
$26K ﹤0.01%
500
658
$26K ﹤0.01%
472
659
$26K ﹤0.01%
1,250
660
$26K ﹤0.01%
480
-1,320
661
$26K ﹤0.01%
248
662
$26K ﹤0.01%
242
663
$26K ﹤0.01%
237
664
$25K ﹤0.01%
757
665
$25K ﹤0.01%
2,392
666
$25K ﹤0.01%
1,729
667
$25K ﹤0.01%
850
-63
668
$25K ﹤0.01%
342
669
$25K ﹤0.01%
1,000
670
$25K ﹤0.01%
284
671
$25K ﹤0.01%
1,850
672
$24K ﹤0.01%
730
673
$24K ﹤0.01%
479
674
$24K ﹤0.01%
1,546
675
$24K ﹤0.01%
605
+213
25 26
27
28 29