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
76
$3.89M 0.36%
61,962
+21
77
$3.87M 0.36%
27,653
-5,397
78
$3.85M 0.36%
124,078
+3,642
79
$3.81M 0.35%
28,810
+627
80
$3.79M 0.35%
98,432
+1,298
81
$3.77M 0.35%
31,834
82
$3.71M 0.34%
48,194
-320
83
$3.67M 0.34%
15,462
+159
84
$3.61M 0.34%
45,184
+888
85
$3.56M 0.33%
37,512
86
$3.55M 0.33%
81,265
+1,290
87
$3.5M 0.33%
66,512
-554
88
$3.32M 0.31%
22,411
+24
89
$3.28M 0.3%
26,439
+3,097
90
$3.16M 0.29%
23,911
-52
91
$3.11M 0.29%
30,546
+4,068
92
$3.07M 0.29%
39,920
+427
93
$2.93M 0.27%
24,534
+561
94
$2.93M 0.27%
25,666
-111
95
$2.91M 0.27%
65,097
+1,318
96
$2.84M 0.26%
20,312
+386
97
$2.83M 0.26%
32,191
+3,570
98
$2.79M 0.26%
+76,205
99
$2.68M 0.25%
21,861
+114
100
$2.68M 0.25%
33,439
-1,917
2 3
4
5 6