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
776
$11K ﹤0.01%
89
+54
777
$11K ﹤0.01%
90
778
$11K ﹤0.01%
312
+192
779
$11K ﹤0.01%
+300
780
$11K ﹤0.01%
600
781
$11K ﹤0.01%
168
+33
782
$11K ﹤0.01%
280
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
791
$10K ﹤0.01%
157
+37
792
$10K ﹤0.01%
189
793
$10K ﹤0.01%
174
794
$9K ﹤0.01%
140
795
$9K ﹤0.01%
192
796
$9K ﹤0.01%
160
797
$9K ﹤0.01%
50
798
$9K ﹤0.01%
430
799
$9K ﹤0.01%
438
800
$9K ﹤0.01%
186
30 31
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