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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$8K ﹤0.01%
90
852
$8K ﹤0.01%
353
853
$8K ﹤0.01%
230
854
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100
855
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255
856
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200
857
$8K ﹤0.01%
80
858
$8K ﹤0.01%
1,197
859
$8K ﹤0.01%
477
860
$8K ﹤0.01%
25
861
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135
862
$8K ﹤0.01%
188
863
$8K ﹤0.01%
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864
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865
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58
866
$8K ﹤0.01%
247
867
$8K ﹤0.01%
183
868
$7K ﹤0.01%
605
869
$7K ﹤0.01%
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870
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871
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78
-16
872
$7K ﹤0.01%
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873
$7K ﹤0.01%
189
874
$7K ﹤0.01%
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875
$7K ﹤0.01%
118
33 34
35
36 37