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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$888K 0.06%
9,114
-355
227
$881K 0.06%
2,981
228
$863K 0.05%
12,293
+2,579
229
$862K 0.05%
+38,775
230
$862K 0.05%
8,317
+1,750
231
$856K 0.05%
6,311
+2,226
232
$853K 0.05%
33,979
-3,341
233
$850K 0.05%
655
234
$837K 0.05%
10,140
+2,123
235
$824K 0.05%
5,015
+1,308
236
$817K 0.05%
24,966
-990
237
$812K 0.05%
24,849
-6,121
238
$809K 0.05%
9,131
-350
239
$809K 0.05%
4,925
240
$796K 0.05%
12,960
+2,776
241
$791K 0.05%
6,959
+1,483
242
$783K 0.05%
13,113
-175
243
$781K 0.05%
22,926
+4,875
244
$771K 0.05%
7,329
-541
245
$764K 0.05%
10,620
-1,200
246
$759K 0.05%
5,942
-196
247
$745K 0.05%
59,656
+510
248
$734K 0.05%
7,675
249
$731K 0.05%
22,590
-1,070
250
$695K 0.04%
7,785
+1,638
8 9
10
11 12