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
676
$24K ﹤0.01%
560
677
$23K ﹤0.01%
1,400
678
$23K ﹤0.01%
600
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$23K ﹤0.01%
735
680
$23K ﹤0.01%
1,000
681
$23K ﹤0.01%
548
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$22K ﹤0.01%
415
683
$22K ﹤0.01%
198
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$22K ﹤0.01%
697
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$22K ﹤0.01%
1,965
686
$22K ﹤0.01%
1,435
687
$22K ﹤0.01%
734
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$22K ﹤0.01%
424
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$22K ﹤0.01%
204
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$22K ﹤0.01%
400
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$22K ﹤0.01%
342
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$21K ﹤0.01%
1,034
693
$21K ﹤0.01%
610
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$21K ﹤0.01%
124
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$21K ﹤0.01%
1,148
696
$21K ﹤0.01%
393
697
$21K ﹤0.01%
284
698
$20K ﹤0.01%
1,526
699
$20K ﹤0.01%
740
700
$20K ﹤0.01%
858
-276