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
$1.17B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.06M
3
+$1.8M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.76M
5
SLB icon
SLB Ltd
SLB
+$1.57M

Top Sells

1
+$2.22M
2
+$1.94M
3
+$1.07M
4
CVS icon
CVS Health
CVS
+$763K
5
QCOM icon
Qualcomm
QCOM
+$558K

Sector Composition

1 Technology 12.31%
2 Financials 11.75%
3 Healthcare 10.93%
4 Industrials 8.07%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$10K ﹤0.01%
189
802
$9K ﹤0.01%
1,034
803
$9K ﹤0.01%
1,117
-183
804
$9K ﹤0.01%
241
805
$9K ﹤0.01%
37
806
$9K ﹤0.01%
190
-50
807
$9K ﹤0.01%
285
808
$9K ﹤0.01%
115
809
$9K ﹤0.01%
127
810
$9K ﹤0.01%
90
811
$9K ﹤0.01%
130
812
$9K ﹤0.01%
225
813
$9K ﹤0.01%
157
814
$9K ﹤0.01%
1,002
815
$9K ﹤0.01%
174
816
$8K ﹤0.01%
140
817
$8K ﹤0.01%
275
818
$8K ﹤0.01%
1,198
819
$8K ﹤0.01%
152
820
$8K ﹤0.01%
113
821
$8K ﹤0.01%
75
822
$8K ﹤0.01%
175
823
$8K ﹤0.01%
404
824
$8K ﹤0.01%
192
825
$8K ﹤0.01%
300
31 32
33
34 35