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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$19K ﹤0.01%
840
752
$18K ﹤0.01%
1,347
-846
753
$18K ﹤0.01%
81
754
$18K ﹤0.01%
320
755
$18K ﹤0.01%
300
756
$17K ﹤0.01%
150
757
$17K ﹤0.01%
148
758
$17K ﹤0.01%
1,096
+10
759
$17K ﹤0.01%
635
-48
760
$16K ﹤0.01%
710
761
$16K ﹤0.01%
338
762
$16K ﹤0.01%
146
763
$16K ﹤0.01%
103
-13
764
$16K ﹤0.01%
366
765
$16K ﹤0.01%
1,289
766
$16K ﹤0.01%
+600
767
$16K ﹤0.01%
50
768
$16K ﹤0.01%
525
-175
769
$15K ﹤0.01%
150
770
$15K ﹤0.01%
354
771
$15K ﹤0.01%
716
772
$15K ﹤0.01%
228
773
$15K ﹤0.01%
162
774
$15K ﹤0.01%
270
775
$15K ﹤0.01%
194
29 30
31
32 33