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
$1.43B
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,035
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.62M
3
+$1.23M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.14M
5
V icon
Visa
V
+$1.05M

Top Sells

1
+$3.44M
2
+$1.51M
3
+$1.09M
4
BIIB icon
Biogen
BIIB
+$815K
5
PRU icon
Prudential Financial
PRU
+$812K

Sector Composition

1 Technology 13.84%
2 Financials 10.35%
3 Healthcare 9.43%
4 Consumer Discretionary 7.26%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$547K 0.04%
11,984
277
$539K 0.04%
5,987
+940
278
$538K 0.04%
36,173
279
$537K 0.04%
7,224
-35
280
$537K 0.04%
2,711
+89
281
$536K 0.04%
4,933
282
$531K 0.04%
12,005
-811
283
$530K 0.04%
54,277
-2,072
284
$529K 0.04%
4,552
285
$528K 0.04%
3,426
+523
286
$525K 0.04%
5,471
+100
287
$510K 0.04%
6,427
288
$508K 0.04%
9,484
+1,540
289
$506K 0.04%
4,114
+647
290
$503K 0.04%
8,689
+1,390
291
$499K 0.03%
3,854
+604
292
$497K 0.03%
21,490
-150
293
$494K 0.03%
5,220
294
$491K 0.03%
17,200
+1,000
295
$490K 0.03%
13,706
+2,163
296
$482K 0.03%
5,270
+799
297
$480K 0.03%
8,247
+1,121
298
$479K 0.03%
921
-3
299
$478K 0.03%
32,440
+5,105
300
$477K 0.03%
11,439
+1,799
10 11
12
13 14