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
676
$24K ﹤0.01%
500
677
$24K ﹤0.01%
750
-450
678
$24K ﹤0.01%
400
679
$23K ﹤0.01%
920
680
$23K ﹤0.01%
219
-66
681
$23K ﹤0.01%
109
-50
682
$23K ﹤0.01%
697
683
$23K ﹤0.01%
204
684
$23K ﹤0.01%
585
685
$23K ﹤0.01%
624
686
$22K ﹤0.01%
943
687
$22K ﹤0.01%
1,400
688
$22K ﹤0.01%
1,225
-1,000
689
$22K ﹤0.01%
198
690
$22K ﹤0.01%
400
+200
691
$22K ﹤0.01%
500
692
$22K ﹤0.01%
5
693
$22K ﹤0.01%
187
694
$22K ﹤0.01%
548
695
$22K ﹤0.01%
247
696
$21K ﹤0.01%
500
697
$21K ﹤0.01%
740
698
$21K ﹤0.01%
858
699
$21K ﹤0.01%
700
700
$21K ﹤0.01%
444
-50
26 27
28
29 30