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
$1.17B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$5.49M
2
+$2.06M
3
+$1.8M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.76M
5
SLB icon
SLB Ltd
SLB
+$1.57M

Top Sells

1
+$2.22M
2
+$1.94M
3
+$1.07M
4
CVS icon
CVS Health
CVS
+$763K
5
QCOM icon
Qualcomm
QCOM
+$558K

Sector Composition

1 Technology 12.31%
2 Financials 11.75%
3 Healthcare 10.93%
4 Industrials 8.07%
5 Consumer Staples 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$6K ﹤0.01%
140
852
$6K ﹤0.01%
2,670
853
$6K ﹤0.01%
62
854
$6K ﹤0.01%
90
855
$6K ﹤0.01%
496
856
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459
857
$6K ﹤0.01%
360
858
$6K ﹤0.01%
335
-62
859
$6K ﹤0.01%
34
860
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60
861
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200
862
$6K ﹤0.01%
705
863
$6K ﹤0.01%
140
864
$6K ﹤0.01%
433
+102
865
$5K ﹤0.01%
68
866
$5K ﹤0.01%
146
867
$5K ﹤0.01%
56
868
$5K ﹤0.01%
104
869
$5K ﹤0.01%
187
870
$5K ﹤0.01%
150
871
$5K ﹤0.01%
52
872
$5K ﹤0.01%
35
873
$5K ﹤0.01%
262
874
$5K ﹤0.01%
150
875
$5K ﹤0.01%
95
33 34
35
36 37