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
$693M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
873
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$17.5M
3
+$14.4M
4
AAPL icon
Apple
AAPL
+$14.3M
5
IBM icon
IBM
IBM
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.84%
2 Technology 9.83%
3 Consumer Staples 8.31%
4 Financials 7.98%
5 Energy 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+47
852
$1K ﹤0.01%
+53
853
$1K ﹤0.01%
+120
854
$1K ﹤0.01%
+19
855
$1K ﹤0.01%
+12
856
$1K ﹤0.01%
+67
857
$1K ﹤0.01%
+26
858
$1K ﹤0.01%
+25
859
$0 ﹤0.01%
+15
860
$0 ﹤0.01%
+212
861
$0 ﹤0.01%
+1
862
$0 ﹤0.01%
+12
863
$0 ﹤0.01%
+3
864
$0 ﹤0.01%
+3
865
$0 ﹤0.01%
+80
866
$0 ﹤0.01%
+10
867
$0 ﹤0.01%
+50
868
$0 ﹤0.01%
+60
869
$0 ﹤0.01%
+26
870
$0 ﹤0.01%
+14
871
$0 ﹤0.01%
+20
872
$0 ﹤0.01%
+12
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