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
151
$1.49M 0.14%
10,544
-21
152
$1.46M 0.14%
19,150
+5,850
153
$1.43M 0.13%
13,972
154
$1.43M 0.13%
22,861
+21,768
155
$1.42M 0.13%
18,255
+207
156
$1.41M 0.13%
57,217
-1,000
157
$1.41M 0.13%
101,719
+3,765
158
$1.37M 0.13%
16,364
-63
159
$1.37M 0.13%
29,275
+75
160
$1.35M 0.13%
24,065
161
$1.32M 0.12%
11,078
+1,667
162
$1.32M 0.12%
25,450
-2,896
163
$1.32M 0.12%
15,371
-400
164
$1.31M 0.12%
21,296
+519
165
$1.26M 0.12%
20,735
+70
166
$1.23M 0.11%
9,808
-90
167
$1.21M 0.11%
36,134
-770
168
$1.2M 0.11%
3,870
+12
169
$1.19M 0.11%
8,409
-30
170
$1.18M 0.11%
10,915
-3,672
171
$1.16M 0.11%
6,090
+8
172
$1.15M 0.11%
19,314
-71
173
$1.15M 0.11%
19,198
-180
174
$1.14M 0.11%
11,894
-16
175
$1.14M 0.11%
37,095
-2,500
5 6
7
8 9