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
51
$7.58M 0.54%
299,611
-4,848
52
$7.29M 0.52%
81,170
+8,254
53
$7.26M 0.52%
127,156
-73
54
$7.11M 0.51%
90,569
+2,417
55
$7M 0.5%
33,655
-28
56
$6.85M 0.49%
144,867
-2,947
57
$6.77M 0.48%
103,053
+1,278
58
$6.64M 0.47%
38,513
+19,800
59
$6.53M 0.46%
32,746
+664
60
$6.47M 0.46%
26,513
-170
61
$6.43M 0.46%
95,204
+345
62
$6.42M 0.46%
50,427
-2,174
63
$6.32M 0.45%
111,009
-1,442
64
$6.07M 0.43%
31,446
+809
65
$6.04M 0.43%
86,201
+764
66
$5.95M 0.42%
81,811
-1,212
67
$5.82M 0.41%
12,400
-131
68
$5.82M 0.41%
19,810
+147
69
$5.66M 0.4%
27,705
+238
70
$5.62M 0.4%
36,771
+480
71
$5.61M 0.4%
42,540
-985
72
$5.4M 0.38%
46,556
-2,266
73
$5.39M 0.38%
155,517
+2,843
74
$5.27M 0.38%
116,302
-7,412
75
$5.27M 0.38%
41,597
+672
1 2
3
4 5