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
876
$7K ﹤0.01%
229
877
$7K ﹤0.01%
127
878
$7K ﹤0.01%
250
879
$7K ﹤0.01%
130
880
$7K ﹤0.01%
282
881
$7K ﹤0.01%
182
882
$7K ﹤0.01%
274
883
$7K ﹤0.01%
1,064
-15
884
$7K ﹤0.01%
94
885
$7K ﹤0.01%
320
-225
886
$6K ﹤0.01%
77
887
$6K ﹤0.01%
+40
888
$6K ﹤0.01%
2,980
889
$6K ﹤0.01%
200
890
$6K ﹤0.01%
275
891
$6K ﹤0.01%
270
892
$6K ﹤0.01%
36
893
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81
895
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56
896
$6K ﹤0.01%
174
897
$6K ﹤0.01%
90
898
$6K ﹤0.01%
90
899
$6K ﹤0.01%
277
900
$6K ﹤0.01%
326
34 35
36
37 38