WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$15K ﹤0.01%
225
752
$15K ﹤0.01%
750
753
$15K ﹤0.01%
1,205
754
$15K ﹤0.01%
247
755
$15K ﹤0.01%
316
756
$14K ﹤0.01%
185
757
$14K ﹤0.01%
335
-1,250
758
$14K ﹤0.01%
686
-774
759
$14K ﹤0.01%
310
760
$14K ﹤0.01%
1,375
761
$14K ﹤0.01%
+256
762
$14K ﹤0.01%
334
763
$13K ﹤0.01%
99
764
$13K ﹤0.01%
1,160
765
$13K ﹤0.01%
950
+250
766
$13K ﹤0.01%
288
767
$13K ﹤0.01%
280
768
$13K ﹤0.01%
320
769
$13K ﹤0.01%
527
770
$13K ﹤0.01%
183
771
$13K ﹤0.01%
+392
772
$12K ﹤0.01%
55
773
$12K ﹤0.01%
325
774
$12K ﹤0.01%
2,352
775
$12K ﹤0.01%
261
29 30
31
32 33