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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$24K ﹤0.01%
133
677
$24K ﹤0.01%
118
678
$24K ﹤0.01%
1,475
679
$23K ﹤0.01%
533
680
$23K ﹤0.01%
240
681
$23K ﹤0.01%
265
682
$22K ﹤0.01%
900
-100
683
$22K ﹤0.01%
180
684
$22K ﹤0.01%
1,400
685
$22K ﹤0.01%
415
686
$22K ﹤0.01%
198
687
$22K ﹤0.01%
35
688
$22K ﹤0.01%
1,500
689
$22K ﹤0.01%
1,260
690
$22K ﹤0.01%
139
691
$21K ﹤0.01%
+249
692
$21K ﹤0.01%
700
693
$21K ﹤0.01%
180
694
$21K ﹤0.01%
760
695
$21K ﹤0.01%
400
696
$21K ﹤0.01%
1,165
697
$21K ﹤0.01%
84
698
$21K ﹤0.01%
890
699
$21K ﹤0.01%
997
700
$21K ﹤0.01%
900
26 27
28
29 30