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
876
$5K ﹤0.01%
397
877
$5K ﹤0.01%
150
878
$5K ﹤0.01%
187
879
$5K ﹤0.01%
+160
880
$5K ﹤0.01%
+269
881
$5K ﹤0.01%
80
882
$4K ﹤0.01%
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883
$4K ﹤0.01%
309
884
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68
885
$4K ﹤0.01%
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886
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92
887
$4K ﹤0.01%
+146
888
$4K ﹤0.01%
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889
$4K ﹤0.01%
2,980
890
$4K ﹤0.01%
192
+117
891
$4K ﹤0.01%
100
892
$4K ﹤0.01%
80
893
$4K ﹤0.01%
45
894
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895
$4K ﹤0.01%
106
896
$4K ﹤0.01%
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897
$4K ﹤0.01%
61
898
$4K ﹤0.01%
+150
899
$4K ﹤0.01%
+111
900
$4K ﹤0.01%
+75
34 35
36
37 38