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
276
$1.07M 0.04%
+19,542
277
$1.07M 0.04%
12,351
278
$1.06M 0.04%
54,481
+8,093
279
$1.05M 0.04%
6,602
+1,092
280
$1.04M 0.04%
12,288
+1,870
281
$1.04M 0.04%
711
+114
282
$1.03M 0.04%
27,867
+26,903
283
$1.02M 0.04%
5,530
+163
284
$1.02M 0.04%
33,921
-1,000
285
$1.01M 0.04%
11,531
+1,866
286
$981K 0.04%
25,500
287
$966K 0.04%
6,097
+25
288
$953K 0.03%
6,045
+4,612
289
$947K 0.03%
18,500
-300
290
$945K 0.03%
7,909
291
$918K 0.03%
12,295
292
$914K 0.03%
7,254
-302
293
$908K 0.03%
39,700
294
$904K 0.03%
7,818
-16,099
295
$895K 0.03%
26,430
+7,623
296
$892K 0.03%
17,746
297
$883K 0.03%
4,772
-214
298
$878K 0.03%
6,437
299
$871K 0.03%
21,870
+528
300
$869K 0.03%
9,600
10 11
12
13 14