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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
$942M
AUM Growth
+$61.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,003
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.75M
3
+$2.38M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.36M
5
XOM icon
Exxon Mobil
XOM
+$2.31M

Top Sells

1
+$1.22M
2
+$1M
3
+$940K
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$890K
5
ATVI
Activision Blizzard
ATVI
+$847K

Sector Composition

1 Healthcare 11.56%
2 Financials 11.55%
3 Technology 11.27%
4 Industrials 8.21%
5 Consumer Staples 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
404
802
$8K ﹤0.01%
+257
803
$8K ﹤0.01%
350
804
$8K ﹤0.01%
417
805
$8K ﹤0.01%
+525
806
$8K ﹤0.01%
+140
807
$8K ﹤0.01%
198
808
$7K ﹤0.01%
+37
809
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37
-15
810
$7K ﹤0.01%
275
+176
811
$7K ﹤0.01%
+50
812
$7K ﹤0.01%
397
-5
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$7K ﹤0.01%
115
814
$7K ﹤0.01%
383
815
$7K ﹤0.01%
127
816
$7K ﹤0.01%
186
817
$7K ﹤0.01%
155
818
$7K ﹤0.01%
135
-30
819
$7K ﹤0.01%
300
820
$6K ﹤0.01%
+1,051
821
$6K ﹤0.01%
82
-33
822
$6K ﹤0.01%
+80
823
$6K ﹤0.01%
150
824
$6K ﹤0.01%
275
825
$6K ﹤0.01%
52
31 32
33
34 35