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
326
$387K 0.03%
2,486
-226
327
$386K 0.03%
9,902
+1,584
328
$382K 0.03%
8,571
+1,800
329
$382K 0.03%
20,180
330
$379K 0.03%
2,988
331
$375K 0.03%
5,119
332
$374K 0.03%
2,234
+100
333
$367K 0.03%
6,308
-474
334
$363K 0.03%
1,220
335
$361K 0.03%
4,011
+636
336
$361K 0.03%
5,030
-21,049
337
$360K 0.03%
25,919
+2,750
338
$350K 0.02%
12,630
+2,855
339
$346K 0.02%
1,836
340
$344K 0.02%
3,582
-290
341
$343K 0.02%
4,856
342
$342K 0.02%
28,960
343
$340K 0.02%
4,382
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344
$332K 0.02%
5,175
345
$331K 0.02%
7,322
-11
346
$331K 0.02%
6,500
347
$330K 0.02%
3,600
-200
348
$327K 0.02%
5,800
349
$326K 0.02%
6,580
350
$326K 0.02%
20,310
12 13
14
15 16