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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.06M
3 +$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1 +$4.14M
2 +$3.13M
3 +$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$18K ﹤0.01%
243
727
$18K ﹤0.01%
675
728
$18K ﹤0.01%
393
729
$18K ﹤0.01%
2,090
730
$18K ﹤0.01%
415
731
$18K ﹤0.01%
665
732
$18K ﹤0.01%
500
733
$18K ﹤0.01%
260
734
$18K ﹤0.01%
973
735
$17K ﹤0.01%
1,034
736
$17K ﹤0.01%
741
737
$17K ﹤0.01%
211
738
$17K ﹤0.01%
585
739
$17K ﹤0.01%
320
740
$17K ﹤0.01%
295
741
$17K ﹤0.01%
400
742
$16K ﹤0.01%
686
743
$16K ﹤0.01%
500
744
$16K ﹤0.01%
211
745
$16K ﹤0.01%
90
746
$16K ﹤0.01%
680
+19
747
$16K ﹤0.01%
750
748
$16K ﹤0.01%
340
749
$15K ﹤0.01%
1,158
750
$15K ﹤0.01%
1,165
-3,764