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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$6K ﹤0.01%
240
802
$6K ﹤0.01%
75
803
$6K ﹤0.01%
60
804
$6K ﹤0.01%
219
805
$6K ﹤0.01%
300
806
$6K ﹤0.01%
3,118
-300
807
$5K ﹤0.01%
213
808
$5K ﹤0.01%
35
809
$5K ﹤0.01%
188
810
$5K ﹤0.01%
75
811
$5K ﹤0.01%
40
812
$5K ﹤0.01%
250
-100
813
$5K ﹤0.01%
244
814
$5K ﹤0.01%
307
815
$4K ﹤0.01%
1,000
816
$4K ﹤0.01%
95
817
$4K ﹤0.01%
52
818
$4K ﹤0.01%
300
819
$4K ﹤0.01%
75
820
$4K ﹤0.01%
110
821
$4K ﹤0.01%
100
822
$4K ﹤0.01%
500
823
$4K ﹤0.01%
58
824
$4K ﹤0.01%
111
825
$3K ﹤0.01%
95
31 32
33
34 35