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
876
$5K ﹤0.01%
24
877
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80
878
$5K ﹤0.01%
192
879
$5K ﹤0.01%
508
880
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111
881
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269
882
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65
883
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300
884
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50
885
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160
886
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151
-1,000
887
$5K ﹤0.01%
12
888
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889
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268
890
$5K ﹤0.01%
80
891
$4K ﹤0.01%
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892
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893
$4K ﹤0.01%
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895
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896
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897
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898
$4K ﹤0.01%
25
899
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900
$4K ﹤0.01%
94
34 35
36
37 38