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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

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
926
$3K ﹤0.01%
+3
927
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556
928
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+22
929
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+195
930
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931
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932
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933
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934
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1,831
935
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79
936
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937
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938
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939
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941
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150
942
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945
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+40
946
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+132
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109
948
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32
949
$2K ﹤0.01%
+96
950
$2K ﹤0.01%
+14
36 37
38
39 40