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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

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
676
$19K ﹤0.01%
479
677
$19K ﹤0.01%
405
678
$19K ﹤0.01%
415
679
$19K ﹤0.01%
472
680
$19K ﹤0.01%
2,250
681
$19K ﹤0.01%
570
682
$19K ﹤0.01%
320
683
$19K ﹤0.01%
277
684
$19K ﹤0.01%
268
685
$19K ﹤0.01%
360
686
$19K ﹤0.01%
124
687
$19K ﹤0.01%
340
688
$18K ﹤0.01%
1,158
689
$18K ﹤0.01%
697
690
$18K ﹤0.01%
252
691
$18K ﹤0.01%
1,476
692
$18K ﹤0.01%
230
693
$18K ﹤0.01%
1,526
694
$18K ﹤0.01%
+2,000
695
$17K ﹤0.01%
330
696
$17K ﹤0.01%
320
697
$17K ﹤0.01%
1,729
698
$17K ﹤0.01%
350
699
$17K ﹤0.01%
510
700
$17K ﹤0.01%
+265
26 27
28
29 30