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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4K ﹤0.01%
50
852
$4K ﹤0.01%
307
853
$4K ﹤0.01%
278
854
$3K ﹤0.01%
68
855
$3K ﹤0.01%
189
-858
856
$3K ﹤0.01%
80
857
$3K ﹤0.01%
99
858
$3K ﹤0.01%
46
859
$3K ﹤0.01%
195
860
$3K ﹤0.01%
250
861
$3K ﹤0.01%
+116
862
$2K ﹤0.01%
75
863
$2K ﹤0.01%
150
864
$2K ﹤0.01%
93
-957
865
$2K ﹤0.01%
61
866
$2K ﹤0.01%
11
867
$2K ﹤0.01%
+105
868
$2K ﹤0.01%
320
869
$2K ﹤0.01%
3,018
-100
870
$1K ﹤0.01%
74
871
$1K ﹤0.01%
20
872
$1K ﹤0.01%
200
873
$1K ﹤0.01%
34
874
$1K ﹤0.01%
15
875
$1K ﹤0.01%
47
-925
33 34
35
36 37