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
776
$15K ﹤0.01%
486
777
$15K ﹤0.01%
237
778
$15K ﹤0.01%
+178
779
$15K ﹤0.01%
+310
780
$15K ﹤0.01%
700
781
$15K ﹤0.01%
65
782
$14K ﹤0.01%
585
783
$14K ﹤0.01%
300
784
$14K ﹤0.01%
295
785
$14K ﹤0.01%
662
-20
786
$13K ﹤0.01%
250
787
$13K ﹤0.01%
185
788
$13K ﹤0.01%
411
789
$13K ﹤0.01%
1,148
-30
790
$13K ﹤0.01%
2,354
791
$12K ﹤0.01%
240
792
$12K ﹤0.01%
211
793
$12K ﹤0.01%
1,375
794
$12K ﹤0.01%
280
795
$12K ﹤0.01%
334
796
$12K ﹤0.01%
225
797
$12K ﹤0.01%
146
798
$11K ﹤0.01%
55
799
$11K ﹤0.01%
99
800
$11K ﹤0.01%
325
30 31
32
33 34