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
76
$5.21M 0.37%
63,574
-196
77
$5.14M 0.37%
100,062
+1,575
78
$5.1M 0.36%
50,522
+572
79
$5.04M 0.36%
119,114
+1,327
80
$4.92M 0.35%
61,086
+19,700
81
$4.88M 0.35%
95,949
-23,264
82
$4.88M 0.35%
48,385
-1,972
83
$4.87M 0.35%
58,125
-1,384
84
$4.72M 0.34%
39,140
+142
85
$4.71M 0.34%
38,179
-3,317
86
$4.71M 0.34%
23,474
+470
87
$4.71M 0.34%
16,678
+251
88
$4.59M 0.33%
33,643
-164
89
$4.39M 0.31%
28,913
+872
90
$4.3M 0.31%
37,324
91
$4.24M 0.3%
22,929
+2,430
92
$4.2M 0.3%
15,881
+124
93
$4.06M 0.29%
110,214
-3,600
94
$3.99M 0.28%
47,878
+418
95
$3.67M 0.26%
41,874
+2,904
96
$3.54M 0.25%
53,104
-785
97
$3.54M 0.25%
55,671
+1,431
98
$3.48M 0.25%
17,016
+216
99
$3.47M 0.25%
20,513
-17
100
$3.46M 0.25%
20,070
-561
2 3
4
5 6