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
776
$12K ﹤0.01%
600
777
$12K ﹤0.01%
225
778
$12K ﹤0.01%
240
779
$12K ﹤0.01%
261
780
$12K ﹤0.01%
35
781
$12K ﹤0.01%
288
782
$12K ﹤0.01%
225
783
$11K ﹤0.01%
+524
784
$11K ﹤0.01%
240
785
$11K ﹤0.01%
100
786
$11K ﹤0.01%
290
787
$11K ﹤0.01%
316
788
$10K ﹤0.01%
115
789
$10K ﹤0.01%
2,284
790
$9K ﹤0.01%
150
791
$9K ﹤0.01%
1,160
792
$9K ﹤0.01%
174
793
$9K ﹤0.01%
290
794
$9K ﹤0.01%
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795
$9K ﹤0.01%
160
796
$9K ﹤0.01%
+222
797
$9K ﹤0.01%
600
798
$9K ﹤0.01%
50
-45
799
$9K ﹤0.01%
+275
800
$9K ﹤0.01%
350
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