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
$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 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6K ﹤0.01%
+144
852
$6K ﹤0.01%
+150
853
$6K ﹤0.01%
360
854
$6K ﹤0.01%
65
855
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140
+80
856
$6K ﹤0.01%
100
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857
$5K ﹤0.01%
95
858
$5K ﹤0.01%
60
859
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56
860
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+144
861
$5K ﹤0.01%
+52
862
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35
863
$5K ﹤0.01%
+262
864
$5K ﹤0.01%
300
865
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223
866
$5K ﹤0.01%
50
867
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392
868
$5K ﹤0.01%
508
869
$5K ﹤0.01%
496
870
$5K ﹤0.01%
+195
871
$5K ﹤0.01%
65
872
$5K ﹤0.01%
257
873
$5K ﹤0.01%
+113
874
$5K ﹤0.01%
+24
875
$5K ﹤0.01%
167
33 34
35
36 37