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
51
$4.82M 0.65%
57,740
+7,789
52
$4.65M 0.62%
69,121
+3,918
53
$4.64M 0.62%
98,555
+5,107
54
$4.6M 0.62%
35,890
+1,289
55
$4.58M 0.62%
51,844
+294
56
$4.35M 0.58%
131,187
+3,943
57
$4.22M 0.57%
75,963
+1,902
58
$3.98M 0.53%
58,672
+230
59
$3.95M 0.53%
84,703
-3,288
60
$3.91M 0.52%
41,501
61
$3.75M 0.5%
53,915
-585
62
$3.71M 0.5%
70,790
-7,291
63
$3.68M 0.49%
97,412
+11,154
64
$3.67M 0.49%
95,468
-3,114
65
$3.6M 0.48%
52,210
-7,645
66
$3.6M 0.48%
31,687
+2,432
67
$3.41M 0.46%
73,068
+14,109
68
$3.4M 0.46%
52,527
+3,361
69
$3.37M 0.45%
70,472
+26,504
70
$3.28M 0.44%
47,737
-391
71
$3.23M 0.43%
126,213
+16,073
72
$3.19M 0.43%
37,525
+3,248
73
$3.13M 0.42%
55,590
-269
74
$3.02M 0.41%
46,046
+1,548
75
$2.97M 0.4%
38,534
+3,398
1 2
3
4 5