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
376
$253K 0.02%
1,735
+232
377
$252K 0.02%
2,112
+334
378
$248K 0.02%
3,635
-150
379
$247K 0.02%
5,257
+4,101
380
$246K 0.02%
2,117
381
$244K 0.02%
2,050
382
$241K 0.02%
4,922
-225
383
$241K 0.02%
4,500
384
$229K 0.02%
6,250
+1,000
385
$228K 0.02%
1,788
+800
386
$227K 0.02%
6,477
-3
387
$226K 0.02%
+7,697
388
$222K 0.02%
4,765
+734
389
$217K 0.02%
3,675
+505
390
$216K 0.02%
1,646
391
$216K 0.02%
2,244
392
$210K 0.01%
1,420
+150
393
$205K 0.01%
3,180
394
$205K 0.01%
2,364
-141
395
$200K 0.01%
3,925
-1,800
396
$194K 0.01%
7,393
-608
397
$194K 0.01%
10,259
+2,232
398
$193K 0.01%
2,250
399
$190K 0.01%
3,418
400
$189K 0.01%
905
+305
14 15
16
17 18