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

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

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%
165
827
$3K ﹤0.01%
52
828
$3K ﹤0.01%
80
829
$3K ﹤0.01%
62
830
$3K ﹤0.01%
75
-425
831
$3K ﹤0.01%
220
832
$3K ﹤0.01%
85
833
$3K ﹤0.01%
95
834
$3K ﹤0.01%
30
835
$3K ﹤0.01%
50
836
$2K ﹤0.01%
75
837
$2K ﹤0.01%
25
838
$2K ﹤0.01%
+46
839
$2K ﹤0.01%
61
840
$2K ﹤0.01%
40
841
$2K ﹤0.01%
25
-5
842
$2K ﹤0.01%
258
843
$2K ﹤0.01%
153
844
$2K ﹤0.01%
51
845
$2K ﹤0.01%
24
846
$2K ﹤0.01%
350
847
$2K ﹤0.01%
21
-400
848
$1K ﹤0.01%
74
849
$1K ﹤0.01%
+20
850
$1K ﹤0.01%
212
32 33
34
35 36