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
$1.4B
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,032
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.41M
3
+$1.84M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.59M
5
DOW icon
Dow Inc
DOW
+$1.46M

Top Sells

1
+$1.4M
2
+$1.18M
3
+$1.07M
4
PFE icon
Pfizer
PFE
+$978K
5
NVS icon
Novartis
NVS
+$697K

Sector Composition

1 Technology 13.15%
2 Financials 10.39%
3 Healthcare 9.78%
4 Industrials 7.27%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.25M 0.09%
9,214
+1,020
177
$1.24M 0.09%
23,632
-724
178
$1.24M 0.09%
31,173
-1,603
179
$1.23M 0.09%
4,982
-54
180
$1.21M 0.09%
10,652
-1,427
181
$1.2M 0.09%
11,244
+4,571
182
$1.2M 0.09%
28,417
+282
183
$1.19M 0.09%
13,709
+1,120
184
$1.15M 0.08%
11,547
-2,000
185
$1.14M 0.08%
45,578
+11,229
186
$1.13M 0.08%
27,646
-1,897
187
$1.13M 0.08%
10,687
-452
188
$1.12M 0.08%
10,193
-15
189
$1.06M 0.08%
13,751
190
$1.06M 0.08%
32,263
-1,025
191
$1.04M 0.07%
12,806
192
$1.03M 0.07%
20,152
193
$1.03M 0.07%
12,483
-1,000
194
$1.02M 0.07%
20,520
+2,358
195
$1.01M 0.07%
53,964
+6,088
196
$1.01M 0.07%
2,772
+3
197
$1.01M 0.07%
11,611
-644
198
$994K 0.07%
55,592
199
$988K 0.07%
6,494
+746
200
$988K 0.07%
71,580
-374
6 7
8
9 10