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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
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%
138
+29
741
$15K ﹤0.01%
+300
742
$15K ﹤0.01%
600
743
$15K ﹤0.01%
200
744
$14K ﹤0.01%
222
745
$14K ﹤0.01%
225
746
$14K ﹤0.01%
+189
747
$14K ﹤0.01%
+336
748
$14K ﹤0.01%
2,250
749
$14K ﹤0.01%
874
+294
750
$14K ﹤0.01%
540
+310
28 29
30
31 32