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
976
$1K ﹤0.01%
15
977
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+73
978
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50
979
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40
980
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11
981
$1K ﹤0.01%
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982
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+23
983
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+80
984
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+48
985
$1K ﹤0.01%
26
986
$1K ﹤0.01%
135
987
$1K ﹤0.01%
80
988
$1K ﹤0.01%
57
989
$1K ﹤0.01%
+90
990
$1K ﹤0.01%
30
991
$1K ﹤0.01%
68
992
– –
-2,624
993
$0 ﹤0.01%
15
994
$0 ﹤0.01%
+15
995
$0 ﹤0.01%
+120
996
– –
-76
997
– –
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998
– –
-932
999
$0 ﹤0.01%
3
1000
– –
-1,500
37 38 39
40
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