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
701
$21K ﹤0.01%
2,000
702
$21K ﹤0.01%
250
-300
703
$21K ﹤0.01%
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$21K ﹤0.01%
510
705
$21K ﹤0.01%
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707
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$20K ﹤0.01%
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-5
710
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711
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760
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$20K ﹤0.01%
735
714
$19K ﹤0.01%
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$19K ﹤0.01%
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716
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717
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-50
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324
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$18K ﹤0.01%
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$18K ﹤0.01%
230
724
$18K ﹤0.01%
243
725
$18K ﹤0.01%
675
27 28
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