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
$1.17B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.06M
3
+$1.8M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.76M
5
SLB icon
SLB Ltd
SLB
+$1.57M

Top Sells

1
+$2.22M
2
+$1.94M
3
+$1.07M
4
CVS icon
CVS Health
CVS
+$763K
5
QCOM icon
Qualcomm
QCOM
+$558K

Sector Composition

1 Technology 12.31%
2 Financials 11.75%
3 Healthcare 10.93%
4 Industrials 8.07%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$13K ﹤0.01%
600
777
$13K ﹤0.01%
213
778
$13K ﹤0.01%
168
779
$12K ﹤0.01%
150
780
$12K ﹤0.01%
524
781
$12K ﹤0.01%
600
782
$12K ﹤0.01%
455
783
$12K ﹤0.01%
593
784
$11K ﹤0.01%
160
785
$11K ﹤0.01%
430
786
$11K ﹤0.01%
312
787
$11K ﹤0.01%
141
788
$11K ﹤0.01%
149
789
$11K ﹤0.01%
219
790
$10K ﹤0.01%
131
791
$10K ﹤0.01%
105
792
$10K ﹤0.01%
300
793
$10K ﹤0.01%
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794
$10K ﹤0.01%
50
795
$10K ﹤0.01%
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796
$10K ﹤0.01%
58
797
$10K ﹤0.01%
300
798
$10K ﹤0.01%
284
799
$10K ﹤0.01%
168
800
$10K ﹤0.01%
280
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