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
126
$1.19M 0.16%
12,000
127
$1.19M 0.16%
31,099
+3,076
128
$1.18M 0.16%
25,215
+2,390
129
$1.17M 0.16%
30,290
-2,134
130
$1.17M 0.16%
24,499
+4,550
131
$1.15M 0.15%
18,082
+2,335
132
$1.15M 0.15%
14,123
133
$1.14M 0.15%
66,913
+6,450
134
$1.13M 0.15%
19,992
+900
135
$1.13M 0.15%
4,162
+589
136
$1.12M 0.15%
14,460
+11,628
137
$1.11M 0.15%
24,819
+4,940
138
$1.11M 0.15%
39,324
139
$1.11M 0.15%
35,097
140
$1.1M 0.15%
13,879
+3,490
141
$1.1M 0.15%
11,196
142
$1.1M 0.15%
9,551
-800
143
$1.09M 0.15%
9,720
-550
144
$1.09M 0.15%
48,256
-20,066
145
$1.08M 0.15%
31,545
+978
146
$1.08M 0.15%
11,760
147
$1.08M 0.15%
321,226
-74,877
148
$1.08M 0.15%
23,180
+3,347
149
$1.05M 0.14%
13,566
-150
150
$1.03M 0.14%
13,956
+2,243
4 5
6
7 8