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%
127
877
$7K ﹤0.01%
250
878
$7K ﹤0.01%
130
879
$7K ﹤0.01%
282
880
$7K ﹤0.01%
182
881
$7K ﹤0.01%
274
882
$7K ﹤0.01%
605
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%
280
888
$6K ﹤0.01%
565
889
$6K ﹤0.01%
679
-120
890
$6K ﹤0.01%
+40
891
$6K ﹤0.01%
2,980
892
$6K ﹤0.01%
200
893
$6K ﹤0.01%
275
894
$6K ﹤0.01%
270
895
$6K ﹤0.01%
36
896
$6K ﹤0.01%
84
897
$6K ﹤0.01%
81
898
$6K ﹤0.01%
56
899
$6K ﹤0.01%
174
900
$6K ﹤0.01%
90
34 35
36
37 38