WTC

WhitTier Trust Company Portfolio holdings

AUM $4.82B
1-Year Est. Return 24.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.7M
3
+$1.47M
4
BTI icon
British American Tobacco
BTI
+$1.4M
5
APA icon
APA Corp
APA
+$1.29M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.07M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.52M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.8%
3 Financials 11.39%
4 Industrials 8.32%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$4K ﹤0.01%
81
902
$4K ﹤0.01%
+179
903
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80
904
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268
905
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50
906
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331
+16
907
$4K ﹤0.01%
648
908
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+266
909
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25
910
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911
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912
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100
-50
913
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45
914
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+117
915
$3K ﹤0.01%
+76
916
$3K ﹤0.01%
+39
917
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85
918
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44
919
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+85
920
$3K ﹤0.01%
+173
921
$3K ﹤0.01%
135
922
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68
923
$3K ﹤0.01%
62
924
$3K ﹤0.01%
62
925
$3K ﹤0.01%
556
35 36
37
38 39