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
301
$867K 0.03%
6,769
-120
302
$862K 0.03%
5,950
303
$856K 0.03%
8,507
+1,254
304
$835K 0.03%
23,459
+3,414
305
$834K 0.03%
4,261
+647
306
$831K 0.03%
7,759
+2,278
307
$805K 0.03%
15,147
-179
308
$802K 0.03%
605
309
$799K 0.03%
6,739
310
$792K 0.03%
9,894
+2,259
311
$780K 0.03%
5,637
312
$774K 0.03%
35,203
-380
313
$767K 0.03%
14,995
314
$747K 0.03%
44,232
+5,564
315
$723K 0.03%
10,299
316
$702K 0.03%
5,614
+230
317
$702K 0.03%
8,342
+122
318
$700K 0.03%
12,625
319
$689K 0.03%
4,423
320
$680K 0.02%
1,520
+41
321
$676K 0.02%
+10,467
322
$662K 0.02%
3,509
+15
323
$646K 0.02%
3,180
324
$646K 0.02%
42,033
-10,875
325
$645K 0.02%
7,899
+1,545
11 12
13
14 15