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
826
$10K ﹤0.01%
533
-22
827
$10K ﹤0.01%
257
828
$10K ﹤0.01%
890
829
$10K ﹤0.01%
500
830
$10K ﹤0.01%
904
831
$10K ﹤0.01%
+256
832
$9K ﹤0.01%
1,160
833
$9K ﹤0.01%
1,034
834
$9K ﹤0.01%
150
835
$9K ﹤0.01%
105
836
$9K ﹤0.01%
467
837
$9K ﹤0.01%
200
838
$9K ﹤0.01%
554
839
$9K ﹤0.01%
257
840
$9K ﹤0.01%
113
841
$9K ﹤0.01%
115
842
$9K ﹤0.01%
30
843
$9K ﹤0.01%
569
844
$9K ﹤0.01%
285
845
$9K ﹤0.01%
40
846
$9K ﹤0.01%
+5,000
847
$8K ﹤0.01%
122
848
$8K ﹤0.01%
88
849
$8K ﹤0.01%
538
850
$8K ﹤0.01%
30
32 33
34
35 36