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
201
$971K 0.07%
8,764
-100
202
$969K 0.07%
8,176
203
$966K 0.07%
8,384
+967
204
$962K 0.07%
3,635
-32
205
$953K 0.07%
19,009
206
$948K 0.07%
30,813
-75
207
$946K 0.07%
7,065
+737
208
$932K 0.07%
6,790
209
$931K 0.07%
6,256
+709
210
$924K 0.07%
9,468
-4,113
211
$913K 0.07%
17,419
-290
212
$894K 0.06%
655
-50
213
$890K 0.06%
3,250
+376
214
$877K 0.06%
9,481
215
$872K 0.06%
7,830
+455
216
$866K 0.06%
15,502
-74
217
$859K 0.06%
3,827
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218
$854K 0.06%
10,580
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219
$842K 0.06%
24,200
220
$830K 0.06%
9,474
221
$830K 0.06%
7,503
222
$821K 0.06%
3,143
223
$802K 0.06%
6,150
224
$802K 0.06%
5,041
+583
225
$796K 0.06%
+26,934
7 8
9
10 11