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
$745M
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.93M
3
+$2.78M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.31M
5
V icon
Visa
V
+$1.27M

Top Sells

1
+$2.04M
2
+$911K
3
+$701K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$699K
5
PM icon
Philip Morris
PM
+$615K

Sector Composition

1 Healthcare 10.99%
2 Technology 9.89%
3 Financials 8.07%
4 Energy 7.98%
5 Industrials 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.23%
38,685
+790
102
$1.74M 0.23%
25,054
+1,090
103
$1.71M 0.23%
66,261
-2,118
104
$1.62M 0.22%
27,656
+5,710
105
$1.62M 0.22%
26,533
-9,542
106
$1.54M 0.21%
15,240
+200
107
$1.53M 0.21%
19,700
+25
108
$1.45M 0.19%
15,467
+790
109
$1.44M 0.19%
13,565
-900
110
$1.43M 0.19%
110,595
-11,250
111
$1.42M 0.19%
84,050
-500
112
$1.42M 0.19%
37,375
-2,350
113
$1.42M 0.19%
19,794
+226
114
$1.4M 0.19%
15,266
-1,135
115
$1.39M 0.19%
22,360
-355
116
$1.39M 0.19%
22,478
+1,703
117
$1.35M 0.18%
48,045
118
$1.35M 0.18%
25,010
-250
119
$1.34M 0.18%
22,630
+3,000
120
$1.34M 0.18%
1,178
121
$1.31M 0.18%
19,756
-675
122
$1.27M 0.17%
11,351
-50
123
$1.23M 0.17%
24,312
-1,350
124
$1.22M 0.16%
35,150
+12,150
125
$1.21M 0.16%
28,435
-550
3 4
5
6 7