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
201
$885K 0.08%
17,096
-140
202
$860K 0.08%
4,800
-460
203
$829K 0.08%
5,555
+13
204
$825K 0.08%
18,394
+36
205
$824K 0.08%
46,416
+21
206
$822K 0.08%
12,984
207
$804K 0.07%
22,628
-44,669
208
$799K 0.07%
23,494
+22
209
$797K 0.07%
28,022
-317
210
$790K 0.07%
5,541
211
$790K 0.07%
11,550
212
$787K 0.07%
14,044
213
$776K 0.07%
14,483
+294
214
$775K 0.07%
5,752
+150
215
$770K 0.07%
19,962
-3,116
216
$767K 0.07%
13,007
+50
217
$760K 0.07%
78,136
-1,550
218
$752K 0.07%
8,792
-181
219
$740K 0.07%
34,143
-563
220
$726K 0.07%
19,816
-400
221
$726K 0.07%
19,332
+464
222
$721K 0.07%
5,165
223
$710K 0.07%
6,400
224
$710K 0.07%
6,176
225
$691K 0.06%
9,314
+950
7 8
9
10 11