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
901
$4K ﹤0.01%
138
902
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106
903
$4K ﹤0.01%
53
904
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905
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75
906
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45
907
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81
908
$4K ﹤0.01%
195
909
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910
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80
911
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117
912
$4K ﹤0.01%
50
913
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914
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309
915
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916
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29
917
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918
$3K ﹤0.01%
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919
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16
920
$3K ﹤0.01%
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921
$3K ﹤0.01%
2,980
922
$3K ﹤0.01%
517
923
$3K ﹤0.01%
85
924
$3K ﹤0.01%
+100
925
$3K ﹤0.01%
135
35 36
37
38 39