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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
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
+$5.49M
2
+$2.06M
3
+$1.8M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.76M
5
SLB icon
SLB Ltd
SLB
+$1.57M

Top Sells

1
+$2.22M
2
+$1.94M
3
+$1.07M
4
CVS icon
CVS Health
CVS
+$763K
5
QCOM icon
Qualcomm
QCOM
+$558K

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
976
$1K ﹤0.01%
30
977
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34
978
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23
979
$1K ﹤0.01%
48
980
$1K ﹤0.01%
50
981
$1K ﹤0.01%
135
982
$1K ﹤0.01%
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983
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984
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985
$0 ﹤0.01%
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986
– –
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987
$0 ﹤0.01%
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988
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989
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120
991
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993
$0 ﹤0.01%
1
994
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996
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997
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1000
– –
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38 39
40
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