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
976
$1K ﹤0.01%
11
-3
977
$1K ﹤0.01%
15
978
$1K ﹤0.01%
40
979
$1K ﹤0.01%
30
980
$1K ﹤0.01%
4
981
$1K ﹤0.01%
110
982
$1K ﹤0.01%
100
983
$1K ﹤0.01%
68
984
$1K ﹤0.01%
11
985
$1K ﹤0.01%
3
986
$1K ﹤0.01%
135
987
– –
-3,957
988
$0 ﹤0.01%
15
989
$0 ﹤0.01%
14
990
$0 ﹤0.01%
9
+4
991
– –
-4
992
– –
-22
993
$0 ﹤0.01%
8
994
$0 ﹤0.01%
3
995
– –
-71
996
$0 ﹤0.01%
7
997
$0 ﹤0.01%
15
998
$0 ﹤0.01%
3
999
$0 ﹤0.01%
3
1000
$0 ﹤0.01%
1
38 39
40
41 42