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
326
$638K 0.02%
24,335
+12,425
327
$632K 0.02%
29,888
328
$621K 0.02%
8,350
329
$612K 0.02%
11,149
330
$611K 0.02%
20,039
331
$603K 0.02%
+7,839
332
$589K 0.02%
28,206
333
$586K 0.02%
49,456
334
$584K 0.02%
2,031
-44
335
$583K 0.02%
21,237
336
$576K 0.02%
4,398
+40
337
$572K 0.02%
3,482
+764
338
$557K 0.02%
9,781
-3,833
339
$550K 0.02%
7,970
340
$542K 0.02%
8,428
-284
341
$540K 0.02%
6,990
+530
342
$535K 0.02%
4,794
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343
$530K 0.02%
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344
$527K 0.02%
17,916
345
$525K 0.02%
805
346
$521K 0.02%
4,970
347
$511K 0.02%
5,701
-485
348
$505K 0.02%
2,034
+40
349
$488K 0.02%
4,856
350
$487K 0.02%
2,950
12 13
14
15 16