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
$1.17B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1 +$5.48M
2 +$2.11M
3 +$1.82M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.75M
5
PEP icon
PepsiCo
PEP
+$1.65M

Top Sells

1 +$2.26M
2 +$1.91M
3 +$987K
4
CVS icon
CVS Health
CVS
+$761K
5
QCOM icon
Qualcomm
QCOM
+$589K

Sector Composition

1 Technology 12.31%
2 Financials 11.75%
3 Healthcare 10.93%
4 Industrials 8.07%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$19K ﹤0.01%
369
727
$19K ﹤0.01%
365
728
$19K ﹤0.01%
528
729
$18K ﹤0.01%
230
730
$18K ﹤0.01%
500
731
$18K ﹤0.01%
474
732
$18K ﹤0.01%
1,056
733
$18K ﹤0.01%
216
734
$17K ﹤0.01%
354
735
$17K ﹤0.01%
912
736
$17K ﹤0.01%
362
+87
737
$17K ﹤0.01%
366
738
$17K ﹤0.01%
110
739
$17K ﹤0.01%
123
740
$16K ﹤0.01%
138
741
$16K ﹤0.01%
875
-1,268
742
$16K ﹤0.01%
651
743
$16K ﹤0.01%
78
744
$16K ﹤0.01%
336
745
$16K ﹤0.01%
540
746
$16K ﹤0.01%
716
747
$16K ﹤0.01%
138
748
$16K ﹤0.01%
300
+150
749
$16K ﹤0.01%
209
750
$15K ﹤0.01%
365