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
176
$1.13M 0.11%
7,498
-300
177
$1.13M 0.1%
25,325
-3,048
178
$1.12M 0.1%
10,199
+18
179
$1.11M 0.1%
23,334
+97
180
$1.11M 0.1%
15,533
+285
181
$1.1M 0.1%
59,770
+2,300
182
$1.1M 0.1%
15,706
-4
183
$1.09M 0.1%
5,838
-64
184
$1.09M 0.1%
+51,336
185
$1.05M 0.1%
21,389
+130
186
$1.04M 0.1%
43,050
187
$1.01M 0.09%
17,774
-300
188
$1M 0.09%
18,170
+150
189
$1M 0.09%
8,613
190
$990K 0.09%
753
191
$970K 0.09%
8,668
-453
192
$948K 0.09%
20,803
-203
193
$936K 0.09%
10,322
+34
194
$921K 0.09%
26,588
-1,666
195
$920K 0.09%
14,953
-89
196
$917K 0.09%
17,131
+59
197
$896K 0.08%
11,642
198
$895K 0.08%
15,961
199
$893K 0.08%
17,648
200
$889K 0.08%
6,588
6 7
8
9 10