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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6K ﹤0.01%
+12
852
$6K ﹤0.01%
+144
853
$6K ﹤0.01%
100
-100
854
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+150
855
$6K ﹤0.01%
360
856
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140
+80
857
$5K ﹤0.01%
95
858
$5K ﹤0.01%
60
859
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56
860
$5K ﹤0.01%
+144
861
$5K ﹤0.01%
187
862
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+52
863
$5K ﹤0.01%
35
864
$5K ﹤0.01%
+262
865
$5K ﹤0.01%
300
866
$5K ﹤0.01%
223
867
$5K ﹤0.01%
50
868
$5K ﹤0.01%
392
869
$5K ﹤0.01%
508
870
$5K ﹤0.01%
+160
871
$5K ﹤0.01%
+269
872
$5K ﹤0.01%
496
873
$5K ﹤0.01%
+195
874
$5K ﹤0.01%
65
875
$5K ﹤0.01%
257
33 34
35
36 37