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
151
$1.03M 0.14%
10,133
-1,252
152
$1.02M 0.14%
14,890
+3,386
153
$1.02M 0.14%
33,263
-9,100
154
$1.02M 0.14%
19,191
+6,809
155
$1.01M 0.14%
38,420
156
$1.01M 0.14%
73,379
-65,986
157
$993K 0.13%
32,540
158
$988K 0.13%
39,775
-3,200
159
$965K 0.13%
7,528
-1,201
160
$936K 0.13%
13,588
+884
161
$935K 0.13%
10,624
+889
162
$930K 0.12%
17,462
-600
163
$893K 0.12%
19,933
+18,454
164
$873K 0.12%
20,390
165
$872K 0.12%
13,054
-550
166
$864K 0.12%
8,856
-410
167
$846K 0.11%
37,614
+2,296
168
$838K 0.11%
8,019
-200
169
$830K 0.11%
22,077
+1,360
170
$804K 0.11%
10,379
-99
171
$800K 0.11%
18,454
+308
172
$796K 0.11%
30,545
+8,025
173
$787K 0.11%
21,125
+6,030
174
$786K 0.11%
8,100
-284
175
$773K 0.1%
10,753
-100
5 6
7
8 9