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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.32M 0.05%
24,072
+2,100
252
$1.32M 0.05%
5,597
253
$1.31M 0.05%
29,269
+29,248
254
$1.3M 0.05%
68,580
255
$1.29M 0.05%
12,751
+1,370
256
$1.29M 0.05%
26,634
+2,808
257
$1.26M 0.05%
5,221
+450
258
$1.23M 0.05%
45,711
+44,724
259
$1.23M 0.04%
11,422
-138
260
$1.21M 0.04%
14,998
-395
261
$1.15M 0.04%
12,351
+2,729
262
$1.14M 0.04%
4,986
+69
263
$1.13M 0.04%
11,219
-250
264
$1.12M 0.04%
5,815
265
$1.1M 0.04%
8,986
266
$1.1M 0.04%
5,367
267
$1.08M 0.04%
16,942
268
$1.08M 0.04%
34,921
269
$1.08M 0.04%
4,696
270
$1.07M 0.04%
7,486
+757
271
$1.06M 0.04%
7,556
-170
272
$1.05M 0.04%
597
+54
273
$1.04M 0.04%
4,886
274
$1.03M 0.04%
5,325
275
$1.02M 0.04%
2,871
-212
9 10
11
12 13