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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
$1.08B
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 8.33%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2K ﹤0.01%
+31
952
$2K ﹤0.01%
+83
953
$2K ﹤0.01%
+34
954
$2K ﹤0.01%
110
955
$2K ﹤0.01%
+70
956
$2K ﹤0.01%
+36
957
$2K ﹤0.01%
+245
958
$2K ﹤0.01%
85
959
$2K ﹤0.01%
+35
960
$2K ﹤0.01%
+32
961
$2K ﹤0.01%
50
962
$2K ﹤0.01%
50
963
$1K ﹤0.01%
11
964
$1K ﹤0.01%
273
-8
965
$1K ﹤0.01%
+28
966
$1K ﹤0.01%
74
967
$1K ﹤0.01%
27
968
$1K ﹤0.01%
20
969
$1K ﹤0.01%
+60
970
$1K ﹤0.01%
+44
971
$1K ﹤0.01%
44
972
$1K ﹤0.01%
+39
973
$1K ﹤0.01%
34
974
$1K ﹤0.01%
+90
975
$1K ﹤0.01%
+70
37 38
39
40 41