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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5.94M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1
+$8.33M
2
+$4.62M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.86M 0.05%
27,185
227
$1.85M 0.05%
89,229
+1,746
228
$1.85M 0.05%
7,100
+70
229
$1.84M 0.05%
14,463
+660
230
$1.83M 0.05%
7,389
-198
231
$1.82M 0.05%
18,333
+278
232
$1.82M 0.05%
12,238
-1,343
233
$1.78M 0.05%
2,543
+40
234
$1.77M 0.05%
6,836
+220
235
$1.72M 0.05%
7,996
+66
236
$1.66M 0.05%
50,916
237
$1.66M 0.05%
39,911
+8,616
238
$1.64M 0.05%
28,328
+2,846
239
$1.64M 0.05%
11,520
-80
240
$1.58M 0.05%
12,246
+49
241
$1.58M 0.05%
4,338
-47
242
$1.56M 0.04%
26,948
+635
243
$1.55M 0.04%
17,253
+62
244
$1.51M 0.04%
20,866
+1,217
245
$1.48M 0.04%
20,200
246
$1.45M 0.04%
3,184
+7
247
$1.42M 0.04%
21,118
+1,976
248
$1.41M 0.04%
5,836
+125
249
$1.41M 0.04%
80,153
-6,446
250
$1.38M 0.04%
+2,639
8 9
10
11 12