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

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

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
701
$17K ﹤0.01%
400
702
$17K ﹤0.01%
510
703
$17K ﹤0.01%
1,435
704
$17K ﹤0.01%
+265
705
$17K ﹤0.01%
1,178
706
$16K ﹤0.01%
393
707
$16K ﹤0.01%
204
708
$16K ﹤0.01%
65
709
$16K ﹤0.01%
150
710
$16K ﹤0.01%
462
711
$16K ﹤0.01%
527
712
$16K ﹤0.01%
324
713
$16K ﹤0.01%
2,000
714
$16K ﹤0.01%
316
715
$16K ﹤0.01%
861
716
$16K ﹤0.01%
1,036
717
$15K ﹤0.01%
284
718
$15K ﹤0.01%
760
719
$15K ﹤0.01%
506
720
$15K ﹤0.01%
682
721
$15K ﹤0.01%
185
722
$15K ﹤0.01%
295
723
$14K ﹤0.01%
2,090
724
$14K ﹤0.01%
665
725
$13K ﹤0.01%
211
27 28
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