WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
946
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.3M
3
+$938K
4
AMZN icon
Amazon
AMZN
+$862K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$792K

Top Sells

1
+$1.35M
2
+$1.26M
3
+$915K
4
T icon
AT&T
T
+$624K
5
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$569K

Sector Composition

1 Healthcare 11.2%
2 Technology 10.43%
3 Financials 8.51%
4 Industrials 8.31%
5 Energy 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$9K ﹤0.01%
+616
827
$9K ﹤0.01%
700
828
$9K ﹤0.01%
672
829
$9K ﹤0.01%
100
830
$9K ﹤0.01%
240
831
$9K ﹤0.01%
133
832
$9K ﹤0.01%
153
833
$9K ﹤0.01%
600
834
$9K ﹤0.01%
100
835
$9K ﹤0.01%
150
836
$9K ﹤0.01%
500
-2,987
837
$9K ﹤0.01%
30
838
$8K ﹤0.01%
150
839
$8K ﹤0.01%
174
840
$8K ﹤0.01%
131
841
$8K ﹤0.01%
200
842
$8K ﹤0.01%
1,105
843
$8K ﹤0.01%
+79
844
$8K ﹤0.01%
244
845
$8K ﹤0.01%
691
846
$8K ﹤0.01%
330
847
$8K ﹤0.01%
300
848
$8K ﹤0.01%
160
849
$7K ﹤0.01%
219
850
$7K ﹤0.01%
300
32 33
34
35 36