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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
58
802
$9K ﹤0.01%
225
803
$9K ﹤0.01%
+1,002
804
$9K ﹤0.01%
241
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805
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806
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275
807
$8K ﹤0.01%
+105
808
$8K ﹤0.01%
37
809
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810
$8K ﹤0.01%
1,198
811
$8K ﹤0.01%
113
+38
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$8K ﹤0.01%
127
813
$8K ﹤0.01%
155
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404
815
$8K ﹤0.01%
130
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$8K ﹤0.01%
+192
817
$8K ﹤0.01%
70
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100
823
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255
824
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152
825
$7K ﹤0.01%
115
31 32
33
34 35