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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%
262
877
$5K ﹤0.01%
160
878
$5K ﹤0.01%
151
-1,000
879
$5K ﹤0.01%
12
880
$5K ﹤0.01%
144
881
$5K ﹤0.01%
268
882
$5K ﹤0.01%
80
883
$5K ﹤0.01%
24
884
$5K ﹤0.01%
150
885
$5K ﹤0.01%
80
886
$5K ﹤0.01%
508
887
$5K ﹤0.01%
111
888
$5K ﹤0.01%
269
889
$5K ﹤0.01%
300
890
$5K ﹤0.01%
50
891
$4K ﹤0.01%
165
892
$4K ﹤0.01%
179
893
$4K ﹤0.01%
80
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$4K ﹤0.01%
117
895
$4K ﹤0.01%
50
896
$4K ﹤0.01%
167
897
$4K ﹤0.01%
309
898
$4K ﹤0.01%
266
899
$4K ﹤0.01%
92
900
$4K ﹤0.01%
85
34 35
36
37 38