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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$14K ﹤0.01%
209
+49
752
$14K ﹤0.01%
222
753
$14K ﹤0.01%
225
754
$14K ﹤0.01%
303
755
$14K ﹤0.01%
1,056
+124
756
$14K ﹤0.01%
817
757
$14K ﹤0.01%
216
+76
758
$14K ﹤0.01%
360
759
$13K ﹤0.01%
150
760
$13K ﹤0.01%
1,160
761
$13K ﹤0.01%
+168
762
$13K ﹤0.01%
540
763
$13K ﹤0.01%
+500
764
$13K ﹤0.01%
273
765
$12K ﹤0.01%
175
-400
766
$12K ﹤0.01%
141
-13
767
$12K ﹤0.01%
325
768
$12K ﹤0.01%
+213
769
$12K ﹤0.01%
+399
770
$12K ﹤0.01%
284
771
$12K ﹤0.01%
+240
772
$12K ﹤0.01%
600
773
$11K ﹤0.01%
+320
774
$11K ﹤0.01%
455
775
$11K ﹤0.01%
593
-386
29 30
31
32 33