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
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
124
752
$18K ﹤0.01%
393
753
$18K ﹤0.01%
1,297
754
$18K ﹤0.01%
700
755
$18K ﹤0.01%
750
756
$18K ﹤0.01%
645
757
$18K ﹤0.01%
+520
758
$18K ﹤0.01%
316
759
$18K ﹤0.01%
230
760
$18K ﹤0.01%
1,036
761
$18K ﹤0.01%
1,476
762
$18K ﹤0.01%
340
763
$17K ﹤0.01%
1,250
764
$17K ﹤0.01%
510
765
$17K ﹤0.01%
665
766
$17K ﹤0.01%
527
767
$17K ﹤0.01%
888
768
$17K ﹤0.01%
624
769
$16K ﹤0.01%
275
770
$16K ﹤0.01%
95
771
$15K ﹤0.01%
211
772
$15K ﹤0.01%
349
773
$15K ﹤0.01%
500
774
$15K ﹤0.01%
243
775
$15K ﹤0.01%
2,090
29 30
31
32 33