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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.06M
3 +$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1 +$4.14M
2 +$3.13M
3 +$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$15K ﹤0.01%
1,375
752
$15K ﹤0.01%
256
753
$15K ﹤0.01%
300
754
$15K ﹤0.01%
527
755
$14K ﹤0.01%
335
756
$14K ﹤0.01%
268
757
$14K ﹤0.01%
700
758
$14K ﹤0.01%
830
759
$14K ﹤0.01%
118
760
$14K ﹤0.01%
2,395
-550
761
$14K ﹤0.01%
280
762
$14K ﹤0.01%
150
763
$14K ﹤0.01%
1,275
764
$14K ﹤0.01%
390
765
$14K ﹤0.01%
183
766
$13K ﹤0.01%
1,000
767
$13K ﹤0.01%
950
768
$13K ﹤0.01%
325
769
$13K ﹤0.01%
310
770
$13K ﹤0.01%
486
771
$13K ﹤0.01%
1,405
772
$13K ﹤0.01%
334
773
$13K ﹤0.01%
423
774
$12K ﹤0.01%
55
775
$12K ﹤0.01%
99