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
$899M
AUM Growth
-$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
918
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.06M
3
+$847K
4
TEL icon
TE Connectivity
TEL
+$724K
5
RAI
Reynolds American Inc
RAI
+$718K

Top Sells

1
+$4.14M
2
+$3.13M
3
+$1.82M
4
TGNA icon
TEGNA Inc
TGNA
+$622K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$618K

Sector Composition

1 Healthcare 12.59%
2 Technology 11.38%
3 Financials 9.66%
4 Industrials 8.07%
5 Consumer Staples 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.32M 0.15%
12,978
+227
152
$1.3M 0.15%
18,450
153
$1.27M 0.14%
19,394
-154
154
$1.25M 0.14%
20,316
-130
155
$1.24M 0.14%
51,027
+492
156
$1.22M 0.14%
12,820
-370
157
$1.22M 0.14%
22,526
-32
158
$1.19M 0.13%
14,230
-550
159
$1.18M 0.13%
14,149
+675
160
$1.18M 0.13%
39,302
-700
161
$1.17M 0.13%
19,689
-776
162
$1.16M 0.13%
11,234
+967
163
$1.15M 0.13%
19,989
-2,083
164
$1.15M 0.13%
11,976
-1,093
165
$1.14M 0.13%
23,572
+4,638
166
$1.14M 0.13%
9,010
-135
167
$1.14M 0.13%
14,275
+235
168
$1.14M 0.13%
21,444
-544
169
$1.13M 0.13%
17,357
+6,975
170
$1.13M 0.13%
6,907
+187
171
$1.13M 0.13%
11,646
-289
172
$1.12M 0.13%
12,559
-279
173
$1.11M 0.12%
22,562
174
$1.1M 0.12%
36,000
-2,420
175
$1.1M 0.12%
7,983
-151
5 6
7
8 9