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
$1.59B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,020
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$5.05M
3
+$4.39M
4
SBUX icon
Starbucks
SBUX
+$4.03M
5
VV icon
Vanguard Large-Cap ETF
VV
+$3.3M

Top Sells

1
+$6.75M
2
+$5.83M
3
+$4.34M
4
LOW icon
Lowe's Companies
LOW
+$4.13M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.36M

Sector Composition

1 Technology 18.31%
2 Healthcare 9.25%
3 Financials 9.19%
4 Consumer Discretionary 8.4%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$591K 0.04%
16,060
-741
277
$586K 0.04%
7,728
-29,612
278
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40,540
-1,380
279
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27,703
+5,859
280
$568K 0.04%
40,517
+1,000
281
$567K 0.04%
26,324
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282
$567K 0.04%
2,848
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283
$553K 0.03%
5,950
-200
284
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4,492
-60
285
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9,600
286
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13,378
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287
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9,290
288
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4,538
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289
$498K 0.03%
5,135
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290
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3,173
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291
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292
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293
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13,119
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294
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19,144
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295
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5,220
296
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5,384
-158
297
$456K 0.03%
8,806
-36,365
298
$455K 0.03%
4,250
+876
299
$452K 0.03%
1,470
300
$451K 0.03%
35,544
-1,388
10 11
12
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