WTC
WhitTier Trust Company Portfolio holdings
AUM
$4.41B
1-Year Return
19.55%
This Quarter Return
+0.12%
1 Year Return
+19.55%
3 Year Return
+88.16%
5 Year Return
+142.19%
10 Year Return
+292.82%
AUM
$899M
AUM Growth
-$3.13M
(-0.35%)
Cap. Flow
-$48.6K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
19.25%
Holding
918
New
18
Increased
134
Reduced
191
Closed
14
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.52M |
| 2 |
NXP Semiconductors
NXPI
|
$1.06M |
| 3 |
Apple
AAPL
|
$847K |
| 4 |
TE Connectivity
TEL
|
$724K |
| 5 |
RAI
Reynolds American Inc
RAI
|
$718K |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$4.14M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$3.13M |
| 3 |
LO
LORILLARD INC COM STK
LO
|
$1.83M |
| 4 |
TEGNA Inc
TGNA
|
$622K |
| 5 |
iShares Russell 2000 Growth ETF
IWO
|
$618K |
Sector Composition
| 1 | Healthcare | 12.59% |
| 2 | Technology | 11.38% |
| 3 | Financials | 9.66% |
| 4 | Industrials | 8.07% |
| 5 | Consumer Staples | 7.3% |
