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
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
1,105
802
$9K ﹤0.01%
350
803
$8K ﹤0.01%
150
804
$8K ﹤0.01%
672
805
$8K ﹤0.01%
256
806
$8K ﹤0.01%
200
807
$8K ﹤0.01%
600
808
$8K ﹤0.01%
200
809
$8K ﹤0.01%
219
810
$7K ﹤0.01%
127
811
$7K ﹤0.01%
283
812
$7K ﹤0.01%
175
-175
813
$7K ﹤0.01%
100
814
$7K ﹤0.01%
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815
$7K ﹤0.01%
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816
$6K ﹤0.01%
349
817
$6K ﹤0.01%
300
818
$6K ﹤0.01%
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$6K ﹤0.01%
52
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$6K ﹤0.01%
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821
$6K ﹤0.01%
300
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$6K ﹤0.01%
500
823
$6K ﹤0.01%
126
824
$6K ﹤0.01%
75
825
$6K ﹤0.01%
300
31 32
33
34 35