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

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

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%
3,118
-300
802
$6K ﹤0.01%
300
803
$6K ﹤0.01%
219
804
$6K ﹤0.01%
60
805
$6K ﹤0.01%
240
806
$6K ﹤0.01%
100
807
$5K ﹤0.01%
244
808
$5K ﹤0.01%
307
809
$5K ﹤0.01%
250
-100
810
$5K ﹤0.01%
40
811
$5K ﹤0.01%
75
812
$5K ﹤0.01%
188
813
$5K ﹤0.01%
35
814
$5K ﹤0.01%
213
815
$4K ﹤0.01%
58
816
$4K ﹤0.01%
300
817
$4K ﹤0.01%
111
818
$4K ﹤0.01%
500
819
$4K ﹤0.01%
100
820
$4K ﹤0.01%
110
821
$4K ﹤0.01%
75
822
$4K ﹤0.01%
52
823
$4K ﹤0.01%
95
824
$4K ﹤0.01%
1,000
825
$3K ﹤0.01%
75
-425
31 32
33
34 35