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
726
$13K ﹤0.01%
486
727
$13K ﹤0.01%
145
728
$13K ﹤0.01%
300
729
$13K ﹤0.01%
250
730
$13K ﹤0.01%
500
-2,300
731
$13K ﹤0.01%
115
732
$12K ﹤0.01%
510
733
$12K ﹤0.01%
500
734
$12K ﹤0.01%
250
735
$12K ﹤0.01%
+200
736
$12K ﹤0.01%
2,286
737
$12K ﹤0.01%
240
738
$12K ﹤0.01%
585
739
$12K ﹤0.01%
+303
740
$12K ﹤0.01%
500
741
$12K ﹤0.01%
564
742
$11K ﹤0.01%
243
743
$11K ﹤0.01%
325
744
$11K ﹤0.01%
290
745
$11K ﹤0.01%
600
-600
746
$11K ﹤0.01%
150
747
$11K ﹤0.01%
300
748
$11K ﹤0.01%
349
749
$11K ﹤0.01%
862
750
$11K ﹤0.01%
288
28 29
30
31 32