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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.11M
3 +$864K
4
TEL icon
TE Connectivity
TEL
+$779K
5
RAI
Reynolds American Inc
RAI
+$720K

Top Sells

1 +$4.21M
2 +$3.18M
3 +$1.82M
4
XOM icon
Exxon Mobil
XOM
+$623K
5
TGNA icon
TEGNA Inc
TGNA
+$622K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$9K ﹤0.01%
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803
$9K ﹤0.01%
+275
804
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805
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1,105
808
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750
811
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821
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825
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150