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
$894M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
928
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.91M
3
+$1.57M
4
WFM
Whole Foods Market Inc
WFM
+$1.52M
5
TEL icon
TE Connectivity
TEL
+$1.05M

Top Sells

1
+$1.39M
2
+$1.32M
3
+$813K
4
IBM icon
IBM
IBM
+$783K
5
XLNX
Xilinx Inc
XLNX
+$745K

Sector Composition

1 Healthcare 11.75%
2 Technology 11.4%
3 Financials 9.51%
4 Industrials 8.07%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$5K ﹤0.01%
35
827
$5K ﹤0.01%
188
-1,850
828
$5K ﹤0.01%
75
829
$5K ﹤0.01%
330
830
$5K ﹤0.01%
110
831
$5K ﹤0.01%
58
832
$5K ﹤0.01%
95
833
$5K ﹤0.01%
42
-375
834
$5K ﹤0.01%
105
835
$5K ﹤0.01%
116
836
$4K ﹤0.01%
500
837
$4K ﹤0.01%
115
838
$4K ﹤0.01%
52
839
$4K ﹤0.01%
400
-37,430
840
$4K ﹤0.01%
62
841
$4K ﹤0.01%
99
842
$4K ﹤0.01%
220
843
$4K ﹤0.01%
195
844
$4K ﹤0.01%
250
845
$4K ﹤0.01%
307
846
$4K ﹤0.01%
21
847
$4K ﹤0.01%
250
848
$4K ﹤0.01%
165
849
$3K ﹤0.01%
68
-27
850
$3K ﹤0.01%
75
32 33
34
35 36