WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$17K ﹤0.01%
238
727
$17K ﹤0.01%
+219
728
$16K ﹤0.01%
280
729
$16K ﹤0.01%
+912
730
$16K ﹤0.01%
366
-400
731
$16K ﹤0.01%
138
+31
732
$16K ﹤0.01%
+240
733
$16K ﹤0.01%
700
734
$16K ﹤0.01%
+216
735
$16K ﹤0.01%
651
736
$15K ﹤0.01%
78
+23
737
$15K ﹤0.01%
354
+180
738
$15K ﹤0.01%
365
739
$15K ﹤0.01%
59
740
$15K ﹤0.01%
200
741
$15K ﹤0.01%
138
+29
742
$15K ﹤0.01%
+300
743
$15K ﹤0.01%
600
744
$14K ﹤0.01%
+189
745
$14K ﹤0.01%
+336
746
$14K ﹤0.01%
2,250
747
$14K ﹤0.01%
874
+294
748
$14K ﹤0.01%
540
+310
749
$14K ﹤0.01%
275
+13
750
$14K ﹤0.01%
950
28 29
30
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