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
$1.17B
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$2.11M
3
+$1.82M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.75M
5
PEP icon
PepsiCo
PEP
+$1.65M

Top Sells

1
+$2.26M
2
+$1.91M
3
+$987K
4
CVS icon
CVS Health
CVS
+$761K
5
QCOM icon
Qualcomm
QCOM
+$589K

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
951
$2K ﹤0.01%
132
952
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109
953
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954
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955
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31
956
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83
957
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245
958
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110
959
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32
960
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70
961
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36
962
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50
963
$2K ﹤0.01%
+100
964
$1K ﹤0.01%
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965
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966
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20
967
$1K ﹤0.01%
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968
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969
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970
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971
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972
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973
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974
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975
$1K ﹤0.01%
40
37 38
39
40 41