WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.5M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$14.3M
5
IBM icon
IBM
IBM
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$10K ﹤0.01%
+143
752
$10K ﹤0.01%
+700
753
$10K ﹤0.01%
+300
754
$10K ﹤0.01%
+349
755
$9K ﹤0.01%
+691
756
$9K ﹤0.01%
+55
757
$9K ﹤0.01%
+600
758
$9K ﹤0.01%
+243
759
$9K ﹤0.01%
+100
760
$9K ﹤0.01%
+100
761
$9K ﹤0.01%
+150
762
$9K ﹤0.01%
+500
763
$9K ﹤0.01%
+375
764
$9K ﹤0.01%
+498
765
$9K ﹤0.01%
+115
766
$9K ﹤0.01%
+87
767
$9K ﹤0.01%
+358
768
$9K ﹤0.01%
+375
769
$9K ﹤0.01%
+750
770
$9K ﹤0.01%
+183
771
$8K ﹤0.01%
+300
772
$8K ﹤0.01%
+700
773
$8K ﹤0.01%
+672
774
$8K ﹤0.01%
+250
775
$8K ﹤0.01%
+300
29 30
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