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
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$21K ﹤0.01%
+100
727
$21K ﹤0.01%
734
728
$21K ﹤0.01%
284
729
$20K ﹤0.01%
5,000
730
$20K ﹤0.01%
2,015
731
$20K ﹤0.01%
697
732
$20K ﹤0.01%
204
733
$20K ﹤0.01%
760
734
$20K ﹤0.01%
830
735
$20K ﹤0.01%
570
736
$20K ﹤0.01%
510
737
$20K ﹤0.01%
285
738
$20K ﹤0.01%
320
739
$20K ﹤0.01%
+1,555
740
$20K ﹤0.01%
268
741
$19K ﹤0.01%
730
742
$19K ﹤0.01%
1,286
743
$19K ﹤0.01%
400
744
$19K ﹤0.01%
1,435
745
$19K ﹤0.01%
462
746
$19K ﹤0.01%
324
747
$19K ﹤0.01%
613
748
$19K ﹤0.01%
360
749
$19K ﹤0.01%
564
750
$19K ﹤0.01%
265
28 29
30
31 32