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
$2.74B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,144
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$3.84M
3
+$3.14M
4
AMZN icon
Amazon
AMZN
+$3M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.8M

Top Sells

1
+$7.68M
2
+$2.72M
3
+$2.55M
4
T icon
AT&T
T
+$2.46M
5
AZPN
ASPEN TECHNOLOGY INC
AZPN
+$2.42M

Sector Composition

1 Technology 21.73%
2 Financials 9.39%
3 Healthcare 8.56%
4 Consumer Discretionary 8.49%
5 Industrials 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$401K 0.01%
1,550
377
$398K 0.01%
9,428
378
$386K 0.01%
161
-3
379
$386K 0.01%
6,350
380
$384K 0.01%
1,366
+34
381
$381K 0.01%
5,670
382
$369K 0.01%
2,990
-103
383
$368K 0.01%
5,076
-100
384
$365K 0.01%
9,705
385
$358K 0.01%
2,330
+94
386
$357K 0.01%
14,107
387
$354K 0.01%
29,427
-1,682
388
$352K 0.01%
1,386
389
$350K 0.01%
6,612
390
$350K 0.01%
765
391
$348K 0.01%
4,550
392
$348K 0.01%
1,944
393
$346K 0.01%
2,273
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394
$344K 0.01%
3,735
-1
395
$343K 0.01%
1,646
396
$342K 0.01%
1,638
+399
397
$337K 0.01%
3,600
398
$335K 0.01%
4,130
399
$323K 0.01%
11,910
+500
400
$322K 0.01%
5,531
14 15
16
17 18