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
301
$476K 0.03%
17,293
+2,697
302
$471K 0.03%
3,390
303
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16,772
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304
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305
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4,236
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306
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307
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-264
308
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+2,200
309
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1,215
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310
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+34,631
311
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7,386
312
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3,478
313
$430K 0.03%
7,787
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314
$427K 0.03%
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315
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316
$422K 0.03%
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318
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319
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4,500
321
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-39
322
$399K 0.03%
2,993
323
$392K 0.03%
6,530
-500
324
$388K 0.03%
2,332
325
$387K 0.03%
7,992
11 12
13
14 15