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
$1.08B
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,025
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$2.79M
3
+$1.51M
4
BTI icon
British American Tobacco
BTI
+$1.36M
5
APA icon
APA Corp
APA
+$1.34M

Top Sells

1
+$4.8M
2
+$3.36M
3
+$2.05M
4
RAI
Reynolds American Inc
RAI
+$1.77M
5
EQT icon
EQT Corp
EQT
+$1.59M

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
101
$2.64M 0.25%
123,406
-1,515
102
$2.63M 0.24%
19,263
+458
103
$2.6M 0.24%
72,550
+6,730
104
$2.54M 0.24%
43,811
-16
105
$2.53M 0.23%
15,378
+954
106
$2.49M 0.23%
16,708
107
$2.45M 0.23%
14,320
+6,482
108
$2.39M 0.22%
31,470
+226
109
$2.37M 0.22%
45,376
110
$2.34M 0.22%
89,709
-633
111
$2.26M 0.21%
18,812
-1
112
$2.22M 0.21%
10,849
+255
113
$2.22M 0.21%
28,885
+305
114
$2.21M 0.21%
20,265
-105
115
$2.2M 0.2%
11,815
-400
116
$2.18M 0.2%
86,050
+271
117
$2.16M 0.2%
27,867
+71
118
$2.14M 0.2%
46,880
+71
119
$2.13M 0.2%
30,519
-150
120
$2.1M 0.2%
18,895
121
$2.04M 0.19%
21,826
+375
122
$2.04M 0.19%
10,755
+17
123
$2.03M 0.19%
39,735
+35
124
$1.97M 0.18%
102,602
+1,375
125
$1.95M 0.18%
17,618
+26
3 4
5
6 7