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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$12K ﹤0.01%
455
802
$12K ﹤0.01%
200
803
$12K ﹤0.01%
1,320
804
$11K ﹤0.01%
197
805
$11K ﹤0.01%
528
806
$11K ﹤0.01%
200
807
$11K ﹤0.01%
457
808
$11K ﹤0.01%
203
809
$11K ﹤0.01%
301
+30
810
$11K ﹤0.01%
200
811
$11K ﹤0.01%
340
812
$11K ﹤0.01%
219
813
$11K ﹤0.01%
210
814
$10K ﹤0.01%
150
815
$10K ﹤0.01%
467
816
$10K ﹤0.01%
81
817
$10K ﹤0.01%
131
818
$10K ﹤0.01%
149
819
$10K ﹤0.01%
100
820
$10K ﹤0.01%
35
821
$10K ﹤0.01%
300
822
$10K ﹤0.01%
225
823
$10K ﹤0.01%
468
824
$10K ﹤0.01%
600
825
$10K ﹤0.01%
146
31 32
33
34 35