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
$3.49B
AUM Growth
+$363M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5.94M
3
+$4.64M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.99M
5
VRT icon
Vertiv
VRT
+$3.53M

Top Sells

1
+$8.33M
2
+$4.62M
3
+$4.18M
4
TSLA icon
Tesla
TSLA
+$3.49M
5
TER icon
Teradyne
TER
+$2.92M

Sector Composition

1 Technology 23.58%
2 Financials 10.14%
3 Healthcare 8.62%
4 Consumer Discretionary 7.49%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$461K 0.01%
2,885
-126
352
$455K 0.01%
819
+393
353
$455K 0.01%
5,157
-1,123
354
$454K 0.01%
8,860
355
$453K 0.01%
52,791
356
$452K 0.01%
5,520
357
$452K 0.01%
16,200
358
$449K 0.01%
1,692
-254
359
$441K 0.01%
15,737
+920
360
$438K 0.01%
7,220
+2,510
361
$436K 0.01%
3,750
+394
362
$433K 0.01%
5,301
363
$432K 0.01%
3,431
-533
364
$421K 0.01%
3,071
365
$420K 0.01%
4,011
366
$409K 0.01%
9,719
-2,178
367
$406K 0.01%
1,548
-69
368
$397K 0.01%
735
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369
$396K 0.01%
9,205
370
$389K 0.01%
5,850
371
$387K 0.01%
9,927
-2,471
372
$383K 0.01%
3,264
+141
373
$383K 0.01%
2,903
+80
374
$381K 0.01%
105
+1
375
$378K 0.01%
2,558
-2,148
13 14
15
16 17