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
126
$1.91M 0.18%
15,258
+66
127
$1.9M 0.18%
26,125
-53
128
$1.9M 0.18%
10,003
+266
129
$1.88M 0.17%
17,689
+519
130
$1.86M 0.17%
36,000
131
$1.85M 0.17%
26,291
+764
132
$1.84M 0.17%
30,761
+1,138
133
$1.82M 0.17%
11,291
+301
134
$1.78M 0.17%
52,754
-2,189
135
$1.78M 0.17%
23,961
+750
136
$1.77M 0.16%
73,130
+1,670
137
$1.75M 0.16%
16,477
-1,026
138
$1.74M 0.16%
33,457
-1,242
139
$1.72M 0.16%
81,077
-34,904
140
$1.7M 0.16%
14,464
141
$1.7M 0.16%
34,723
-1,033
142
$1.66M 0.15%
20,488
143
$1.66M 0.15%
25,658
+419
144
$1.63M 0.15%
71,715
-21,735
145
$1.62M 0.15%
34,595
+17,234
146
$1.58M 0.15%
34,605
+29,275
147
$1.58M 0.15%
18,595
+95
148
$1.57M 0.15%
352,240
-66,360
149
$1.53M 0.14%
24,046
+58
150
$1.51M 0.14%
13,047
+18
4 5
6
7 8