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
951
$3K ﹤0.01%
53
952
$3K ﹤0.01%
151
-10
953
$3K ﹤0.01%
204
954
$2K ﹤0.01%
49
955
$2K ﹤0.01%
75
956
$2K ﹤0.01%
11
957
$2K ﹤0.01%
150
958
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100
959
$2K ﹤0.01%
62
960
$2K ﹤0.01%
109
961
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106
-4
962
$2K ﹤0.01%
135
963
$2K ﹤0.01%
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964
$2K ﹤0.01%
250
965
$1K ﹤0.01%
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966
$1K ﹤0.01%
47
-3
967
$1K ﹤0.01%
74
968
$1K ﹤0.01%
27
969
$1K ﹤0.01%
20
970
$1K ﹤0.01%
2
971
$1K ﹤0.01%
+23
972
$1K ﹤0.01%
28
973
$1K ﹤0.01%
44
974
$1K ﹤0.01%
10
975
$1K ﹤0.01%
10
37 38
39
40 41