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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
$2.35B
AUM Growth
-$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,200
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.66M
3
+$6.66M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$4.22M
5
NVO
Novo Nordisk
NVO
+$3.16M

Top Sells

1
+$6.77M
2
+$6.67M
3
+$2.19M
4
SNV
Synovus
SNV
+$2.03M
5
BOH icon
Bank of Hawaii
BOH
+$1.64M

Sector Composition

1 Technology 19.4%
2 Healthcare 9.94%
3 Financials 9.56%
4 Consumer Discretionary 7.59%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$1K ﹤0.01%
29
1077
$1K ﹤0.01%
30
1078
$1K ﹤0.01%
36
1079
$1K ﹤0.01%
100
1080
$1K ﹤0.01%
8
1081
$1K ﹤0.01%
24
1082
$1K ﹤0.01%
96
1083
$0 ﹤0.01%
42
1084
– –
-1
1085
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1086
$0 ﹤0.01%
40
1087
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1088
$0 ﹤0.01%
24
1089
$0 ﹤0.01%
1
1090
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-98
1091
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-1,160
1092
– –
-1,450
1093
– –
-5,670
1094
– –
-7,850
1095
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1096
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-2,513
1097
$0 ﹤0.01%
11
1098
– –
-50
1099
– –
-4,093
1100
– –
-44
42 43
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45 46