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
$2.76B
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,139
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.92M
3
+$7.28M
4
AMZN icon
Amazon
AMZN
+$7.07M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.59M

Top Sells

1
+$3.05M
2
+$1.95M
3
+$1.86M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.6M
5
XLNX
Xilinx Inc
XLNX
+$1.04M

Sector Composition

1 Technology 21.39%
2 Financials 9.77%
3 Healthcare 8.75%
4 Consumer Discretionary 7.94%
5 Industrials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.06%
38,506
+172
227
$1.75M 0.06%
9,472
-235
228
$1.75M 0.06%
5,176
+1,503
229
$1.71M 0.06%
16,452
230
$1.69M 0.06%
42,556
+7,092
231
$1.68M 0.06%
5,851
+188
232
$1.64M 0.06%
24,241
+412
233
$1.61M 0.06%
17,982
+2,565
234
$1.58M 0.06%
3,632
+594
235
$1.56M 0.06%
12,686
+190
236
$1.55M 0.06%
6,219
-205
237
$1.54M 0.06%
13,752
238
$1.53M 0.06%
25,453
+4,519
239
$1.52M 0.06%
14,830
+230
240
$1.5M 0.05%
31,017
-624
241
$1.48M 0.05%
9,775
242
$1.48M 0.05%
8,446
243
$1.47M 0.05%
31,240
+4,606
244
$1.43M 0.05%
8,975
245
$1.41M 0.05%
16,542
-400
246
$1.41M 0.05%
40,365
+6,673
247
$1.4M 0.05%
32,059
+3,035
248
$1.38M 0.05%
24,798
-150
249
$1.35M 0.05%
17,976
250
$1.35M 0.05%
3,052
+181
8 9
10
11 12