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
901
$6K ﹤0.01%
280
902
$6K ﹤0.01%
565
903
$6K ﹤0.01%
679
-120
904
$5K ﹤0.01%
165
905
$5K ﹤0.01%
55
906
$5K ﹤0.01%
60
907
$5K ﹤0.01%
102
908
$5K ﹤0.01%
35
909
$5K ﹤0.01%
517
910
$5K ﹤0.01%
80
911
$5K ﹤0.01%
33
912
$5K ﹤0.01%
392
913
$5K ﹤0.01%
173
-93
914
$5K ﹤0.01%
207
915
$5K ﹤0.01%
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916
$5K ﹤0.01%
111
917
$5K ﹤0.01%
37
918
$5K ﹤0.01%
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919
$5K ﹤0.01%
160
920
$5K ﹤0.01%
139
921
$5K ﹤0.01%
96
922
$5K ﹤0.01%
95
923
$4K ﹤0.01%
76
924
$4K ﹤0.01%
89
-75
925
$4K ﹤0.01%
820
35 36
37
38 39