WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.5M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$14.3M
5
IBM icon
IBM
IBM
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$12K ﹤0.01%
+2,090
727
$12K ﹤0.01%
+585
728
$12K ﹤0.01%
+300
729
$12K ﹤0.01%
+250
730
$11K ﹤0.01%
+510
731
$11K ﹤0.01%
+325
732
$11K ﹤0.01%
+1,060
733
$11K ﹤0.01%
+145
734
$11K ﹤0.01%
+280
735
$11K ﹤0.01%
+250
736
$11K ﹤0.01%
+290
737
$11K ﹤0.01%
+250
738
$11K ﹤0.01%
+2,354
739
$11K ﹤0.01%
+350
740
$11K ﹤0.01%
+500
741
$11K ﹤0.01%
+335
742
$11K ﹤0.01%
+455
743
$10K ﹤0.01%
+2,017
744
$10K ﹤0.01%
+390
745
$10K ﹤0.01%
+300
746
$10K ﹤0.01%
+240
747
$10K ﹤0.01%
+862
748
$10K ﹤0.01%
+1,375
749
$10K ﹤0.01%
+288
750
$10K ﹤0.01%
+564
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