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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$22K ﹤0.01%
528
727
$22K ﹤0.01%
133
728
$21K ﹤0.01%
375
729
$21K ﹤0.01%
458
730
$21K ﹤0.01%
676
731
$21K ﹤0.01%
500
732
$21K ﹤0.01%
312
733
$21K ﹤0.01%
889
-28
734
$20K ﹤0.01%
400
735
$20K ﹤0.01%
760
736
$20K ﹤0.01%
283
737
$20K ﹤0.01%
167
738
$20K ﹤0.01%
1,000
739
$20K ﹤0.01%
400
740
$20K ﹤0.01%
365
741
$20K ﹤0.01%
543
+192
742
$20K ﹤0.01%
855
743
$20K ﹤0.01%
350
744
$20K ﹤0.01%
114
745
$20K ﹤0.01%
228
746
$20K ﹤0.01%
319
747
$20K ﹤0.01%
177
748
$19K ﹤0.01%
445
749
$19K ﹤0.01%
741
750
$19K ﹤0.01%
391
-100
28 29
30
31 32