WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$11K ﹤0.01%
150
802
$11K ﹤0.01%
300
803
$11K ﹤0.01%
+261
804
$11K ﹤0.01%
500
805
$11K ﹤0.01%
288
806
$11K ﹤0.01%
350
807
$11K ﹤0.01%
750
808
$11K ﹤0.01%
268
809
$11K ﹤0.01%
390
810
$11K ﹤0.01%
115
811
$10K ﹤0.01%
225
812
$10K ﹤0.01%
74
813
$10K ﹤0.01%
225
814
$10K ﹤0.01%
+72
815
$10K ﹤0.01%
2,044
816
$10K ﹤0.01%
310
817
$10K ﹤0.01%
183
818
$10K ﹤0.01%
290
819
$10K ﹤0.01%
600
820
$10K ﹤0.01%
100
821
$10K ﹤0.01%
330
822
$9K ﹤0.01%
500
823
$9K ﹤0.01%
1,160
824
$9K ﹤0.01%
115
825
$9K ﹤0.01%
600
31 32
33
34 35