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
951
$2K ﹤0.01%
+34
952
$2K ﹤0.01%
+245
953
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+35
954
$2K ﹤0.01%
+32
955
$2K ﹤0.01%
50
956
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+70
957
$2K ﹤0.01%
+36
958
$2K ﹤0.01%
109
959
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32
960
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50
961
$2K ﹤0.01%
110
962
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85
963
$1K ﹤0.01%
273
-8
964
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+28
965
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74
966
$1K ﹤0.01%
27
967
$1K ﹤0.01%
20
968
$1K ﹤0.01%
+60
969
$1K ﹤0.01%
+44
970
$1K ﹤0.01%
44
971
$1K ﹤0.01%
+39
972
$1K ﹤0.01%
34
973
$1K ﹤0.01%
+70
974
$1K ﹤0.01%
+39
975
$1K ﹤0.01%
11
37 38
39
40 41