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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$851K 0.06%
7,503
227
$848K 0.06%
9,474
228
$843K 0.06%
24,685
-6,488
229
$840K 0.06%
18,070
-120
230
$834K 0.06%
20,391
+765
231
$822K 0.06%
5,095
-95
232
$816K 0.06%
51,198
+2,642
233
$795K 0.06%
24,550
+1,250
234
$792K 0.06%
4,980
235
$791K 0.06%
17,181
+2,491
236
$778K 0.05%
16,748
+2,634
237
$756K 0.05%
15,625
238
$753K 0.05%
4,955
-73
239
$752K 0.05%
3,673
240
$746K 0.05%
7,492
241
$745K 0.05%
16,035
+1,000
242
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26,527
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243
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3,853
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244
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62,520
+20,712
245
$734K 0.05%
6,083
-143
246
$733K 0.05%
2,995
+477
247
$730K 0.05%
4,565
248
$727K 0.05%
56,200
+3,258
249
$706K 0.05%
4,560
+1,600
250
$688K 0.05%
12,300
8 9
10
11 12