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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.87M
3
+$2.67M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.28M
5
CVX icon
Chevron
CVX
+$1.27M

Top Sells

1
+$2.04M
2
+$942K
3
+$699K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$687K
5
PM icon
Philip Morris
PM
+$621K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$3K ﹤0.01%
50
827
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828
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95
829
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85
830
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831
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832
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833
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834
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835
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836
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-400
837
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838
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839
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51
840
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841
$2K ﹤0.01%
258
842
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25
-5
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845
$2K ﹤0.01%
+46
846
$2K ﹤0.01%
25
847
$2K ﹤0.01%
75
848
$1K ﹤0.01%
80
849
$1K ﹤0.01%
212
850
$1K ﹤0.01%
320
32 33
34
35 36