WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
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
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$9K ﹤0.01%
186
802
$9K ﹤0.01%
58
803
$9K ﹤0.01%
225
804
$9K ﹤0.01%
+1,002
805
$8K ﹤0.01%
131
806
$8K ﹤0.01%
275
807
$8K ﹤0.01%
+105
808
$8K ﹤0.01%
37
809
$8K ﹤0.01%
300
810
$8K ﹤0.01%
1,163
811
$8K ﹤0.01%
113
+38
812
$8K ﹤0.01%
127
813
$8K ﹤0.01%
155
814
$8K ﹤0.01%
404
815
$8K ﹤0.01%
130
816
$8K ﹤0.01%
+192
817
$8K ﹤0.01%
70
818
$8K ﹤0.01%
+459
819
$7K ﹤0.01%
150
820
$7K ﹤0.01%
239
+32
821
$7K ﹤0.01%
221
822
$7K ﹤0.01%
100
823
$7K ﹤0.01%
255
824
$7K ﹤0.01%
152
825
$7K ﹤0.01%
115
31 32
33
34 35