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
51
$6.29M 0.59%
43,164
+538
52
$6.26M 0.58%
116,546
+1,268
53
$6.15M 0.57%
44,354
-471
54
$6.08M 0.57%
135,218
-1,050
55
$5.95M 0.55%
120,176
+2,235
56
$5.85M 0.54%
85,439
+301
57
$5.46M 0.51%
33,414
-141
58
$5.24M 0.49%
57,315
-1,293
59
$5.21M 0.48%
64,049
+933
60
$5.15M 0.48%
99,422
+1,388
61
$5.03M 0.47%
11,253
+134
62
$5.02M 0.47%
62,053
+800
63
$4.99M 0.46%
68,649
+1,870
64
$4.92M 0.46%
15,727
+14
65
$4.78M 0.44%
90,747
-203
66
$4.76M 0.44%
75,096
+273
67
$4.73M 0.44%
30,806
-3,875
68
$4.72M 0.44%
64,687
-746
69
$4.46M 0.41%
22,753
-52
70
$4.45M 0.41%
49,169
+126
71
$4.33M 0.4%
34,705
+38
72
$4.2M 0.39%
114,056
+2,190
73
$4.17M 0.39%
147,805
-1,495
74
$3.97M 0.37%
82,052
75
$3.95M 0.37%
34,921
+453
1 2
3
4 5