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
251
$1.33M 0.05%
5,118
-343
252
$1.33M 0.05%
17,230
+85
253
$1.32M 0.05%
3,702
-4
254
$1.31M 0.05%
28,714
-480
255
$1.26M 0.05%
5,886
+71
256
$1.25M 0.05%
15,393
+2,642
257
$1.24M 0.04%
5,562
-35
258
$1.23M 0.04%
68,580
259
$1.21M 0.04%
8,986
260
$1.2M 0.04%
11,001
+9,411
261
$1.2M 0.04%
45,711
262
$1.2M 0.04%
11,219
263
$1.2M 0.04%
11,422
264
$1.18M 0.04%
21,910
-680
265
$1.17M 0.04%
56,705
266
$1.17M 0.04%
17,906
267
$1.15M 0.04%
5,325
268
$1.15M 0.04%
20,949
-5,804
269
$1.15M 0.04%
5,036
-185
270
$1.14M 0.04%
8,720
+1,234
271
$1.13M 0.04%
4,727
+31
272
$1.11M 0.04%
15,054
+56
273
$1.11M 0.04%
7,399
+904
274
$1.09M 0.04%
18,964
-420
275
$1.09M 0.04%
10,859
9 10
11
12 13