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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$29K ﹤0.01%
306
677
$29K ﹤0.01%
148
678
$29K ﹤0.01%
832
679
$29K ﹤0.01%
1,020
680
$29K ﹤0.01%
705
681
$28K ﹤0.01%
1,426
682
$28K ﹤0.01%
2,409
683
$28K ﹤0.01%
1,175
684
$28K ﹤0.01%
1,781
685
$28K ﹤0.01%
2,000
686
$28K ﹤0.01%
768
687
$28K ﹤0.01%
4,000
688
$27K ﹤0.01%
751
-81
689
$27K ﹤0.01%
740
690
$27K ﹤0.01%
155
691
$27K ﹤0.01%
45
692
$26K ﹤0.01%
180
693
$26K ﹤0.01%
370
694
$26K ﹤0.01%
300
695
$26K ﹤0.01%
1,197
-812
696
$26K ﹤0.01%
195
697
$26K ﹤0.01%
3,600
698
$26K ﹤0.01%
114
699
$26K ﹤0.01%
496
700
$25K ﹤0.01%
304
26 27
28
29 30