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

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$11K ﹤0.01%
593
-386
777
$11K ﹤0.01%
89
+54
778
$11K ﹤0.01%
90
779
$11K ﹤0.01%
312
+192
780
$11K ﹤0.01%
+300
781
$11K ﹤0.01%
600
782
$11K ﹤0.01%
168
+33
783
$11K ﹤0.01%
219
784
$10K ﹤0.01%
1,034
785
$10K ﹤0.01%
1,300
786
$10K ﹤0.01%
149
787
$10K ﹤0.01%
100
788
$10K ﹤0.01%
524
789
$10K ﹤0.01%
165
790
$10K ﹤0.01%
+285
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$10K ﹤0.01%
157
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$10K ﹤0.01%
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$10K ﹤0.01%
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795
$9K ﹤0.01%
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$9K ﹤0.01%
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797
$9K ﹤0.01%
160
798
$9K ﹤0.01%
50
799
$9K ﹤0.01%
430
800
$9K ﹤0.01%
438
30 31
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