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
351
$323K 0.02%
16,251
352
$322K 0.02%
2,499
353
$320K 0.02%
8,050
354
$316K 0.02%
10,012
-1,035
355
$315K 0.02%
8,815
-806
356
$313K 0.02%
3,310
357
$310K 0.02%
4,979
+787
358
$308K 0.02%
8,500
+1,337
359
$307K 0.02%
2,961
+428
360
$307K 0.02%
8,125
361
$306K 0.02%
6,735
362
$300K 0.02%
5,520
363
$293K 0.02%
7,165
+350
364
$292K 0.02%
5,000
365
$292K 0.02%
6,592
366
$291K 0.02%
1,859
367
$284K 0.02%
3,629
+1,025
368
$279K 0.02%
4,893
369
$275K 0.02%
2,760
-275
370
$274K 0.02%
12,345
+1,943
371
$267K 0.02%
136
372
$267K 0.02%
14,674
+2,314
373
$260K 0.02%
9,248
374
$258K 0.02%
1,218
+57
375
$258K 0.02%
5,305
13 14
15
16 17